Choose Your Horizon ....
Current Page - Getting Started
Richard Navarro, CFP
 
  1. If you have time, please read and understand
    1. What is the Financial Planning Process?
    2. Advisor Disclosure and Engagement Agreement
  2. If you have time, please print out these items and fill them out:
    1. Your Financial Snapshot
    2. Your Investment Profile
  3. Contact Richard Navarro's office and make an appointment.
  4. What to Bring at the Meeting, if available.
    1. All the above.
    2. Notice of Assessment from Canada Revenue Agency from the last three years.
    3. Latest Statements from all your RRSP and Investment Accounts.
    4. Life, Disability, Critical Illness Insurance policies you have for review .
    5. Booklet of Employer-supplied Group Benefits.
    6. A willingness to hear ideas which may benefit you and your loved ones.


 
   
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Intro Page | Home Page | Mission Statement | Advisor Disclosure and Engagement Agreement | What Clients Say About Richard Navarro | Richard Navarro in the News | Richards Clients in the News | My Strategic Partners | The Financial Planning Process | The Finanicial Planning Priority Pyramid | Financially Speaking Newsletters | Your Financial Snapshot | Your Spending Schedule | Your Investment Profile | Calculators You Can Use | Insure Right - How Much is Enough? | Sample Last Will and Testament | Links to Agencies and Institutions | Meeting You in Person | Getting Started | Contact Us | Site Admin
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