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Every family has unique values and principles that help determine its financial philosophy. Rubicon Financial Group works with each family to uncover these values and objectives as they relate to their finances.
These values and objectives are expressed within a Family Financial Philosophy mission statement that will then guide the planning process.
Financial planning is about you and what is most important to you.
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As a Wealth Coaching firm, Rubicon Financial Group is focused on results rather than ideas. The Prosperity Planning Process helps clients to make wise decisions in regards to their wealth by building a plan around a family's values, attitudes and preferences.
This four step process includes the following:
• the discovery phase
leading to clarity
• creative solutions
leading to decisions
• implementation
leading to results
• management leading
to confidence
More...
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Contact us anytime to see what Rubicon can do for you.
Rubicon Financial Group
42 Queen Street South,
Streetsville, ON L5M 1K4
T: 905.858.1240 or
T: 877.532.3364
F: 905.858.8392
info@rubiconfg.com
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