Fee-Only Financial Planning Services – Markham

When referring to fee only financial planners, one thing needs to be taken into account is that "Fee-Only" financial planners are compensated exclusively by fees paid by their clients, and do not accept commissions or compensation from any other origin. GC Financial Advisors Ltd. provides fee only financial planning for people in the Markham region.

Financial Planning For Folks in Markham

The main function of fee only financial planners is to create a sound financial plan. A sound financial plan ought to be simple as well as useful. When there is intricacy within the financial plan the operating executives will find it hard to follow. It should be made with a long-term view. While designing the investment, financial and dividend policies, the long-term needs of the concern are to be considered. Sound financial planning requires vision and forecast. Appropriate forecasting of the future is needed to design the financial plan. It ought to have enough overall flexibility to incorporate adjustments to the plans.

Fee Only Financial Planning and Liquidity - Markham

Financial planning should ensure liquidity. The concern should be able to fulfill the maturing obligations over time. However, maintaining of liquidity should not be at the cost of profitability. It ought to ensure economy also. That is, the price associated with a variety of financial decisions needs to be the minimum. It should aim at the best possible use of the available resources, particularly finance. A poor balance between fixed and working capital should be preserved for using the capital efficiently.

If you're interested in our fee only financial planning services, you should contact us as soon as possible.