Episode #43 “The Evolution of The Financial Plan”

With Jason Heath | CFP | Fee-Only / Advice-Only Financial Planner at Objective Financial Partners Inc Bio: Jason has been providing fee-only, advice-only financial planning since 2001 and is one of Canada’s best-known fee-only financial planners. He is currently a personal finance columnist for the Financial Post, MoneySense, and Canadian MoneySaver, and is regularly featured in other publications like the Toronto Star and Globe & Mail. Highlights: What is fee-only financial planning?Why communicating and educating should be central to all financial plansThe actual value of a financial planningThe value of being financially organizedHow financial planning provides peace of mind for consumersWhy connection is so important when working with a financial planner.What trends are coming for the financial planning industryWe hear Jason’s perceptive on cryptocurrencyJason shares his perspective on the real estate market Links: Jason's LinkedIn Profile CLICK HEREJason's company website CLICK HERE