Tel: (604) 924-9152   Email: info@covefinancial.ca

The Financial Health Review can be done as needed or on an annual basis. The Financial Health Review is not an in-depth financial plan but a high level review of your affairs covering key planning areas. It is a trouble shooting exercise to identify areas of vulnerability in your existing planning providing you with an overview of each of the planning areas that you identify on the list below. The review is divided into two sections which are called Vision Papers™ and Solution Papers™. Vision Papers™ are the documents that define your goals and objectives and articulate the details of how you want your goals to be enabled. Solution Papers™ are contracts that provide specific services now or in the future such as insured risk contracts or ongoing service contracts to put your plans into action.

Insuring clients and their advisors clearly articulate the Vision and understand all Solutions is our highest priority.