Leanne M. Goddard, Chartered Professional Accountant: Financial Planning Support Services
I can help you understand your finances and make your money work for you. Here are a few financial planning areas I can help you with:
Income and Cash Flow
Assessing your income and cash flow is the first step to personal financial management. I will look over how much money you have and how much you can put towards your expenses and investments.
I’ll discuss the valuable assets you have and what they can do for you.
Investment and Savings
I'll review your current investments and savings and identify ways to give you the best chance of achieving your financial goals.
Advice and Understanding
With me, you’ll learn how to make informed judgments about your spending, investments and tax consequences. Ultimately, I’ll give you the tools to maximize your tax deduction opportunities as well as assist to achieve your overall financial goals.