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 plans* The actual value of a financial planning* The value of being financially organized* How financial planning provides peace of mind for consumers* Why connection is so important when working with a financial planner.* What trends are coming for the financial planning industry* We hear Jason’s perceptive on cryptocurrency* Jason shares his perspective on the real estate market Links: * Jason's LinkedIn Profile CLICK HERE* Jason's company website CLICK HERE