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Our Approach

MAKING YOUR FUTURE A SUCCESS
Plan for Tomorrow Today

1. DISCOVERY

The step allows us to discover areas that are important to you. The facts about your current financial situation, but also your hopes and dreams.

2. THE PLAN

It is now time to put the solutions into motion with a written letter of
engagement which outlines your plan and everyone’s commitment to it.

3. FINANCIAL HAPPINESS

A plan is just a plan on paper. We are here to help you follow your plan.
Going off track is normal; having support to guide you back on track without
judgment is essential. Our goal is to support you in achieving your goals.

4. THE FUTURE

Life circumstances change, and goals are achieved, your plan changes with
you. We continue to review and improve your plan to make sure it
continues to reflect your goals now and in the future.

BOOK A MEETING

The Financial Happiness Planner.

Book a Meeting

Contact Us

T: (236) 426-1428
C: (403) 923-2880
E: elanda@ekfinancial.ca

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