FINANCIAL CHECKUP

Financial security begins with a conversation. And every conversation starts with the one you have with yourself.  Whether the next conversation is the one you have with your spouse, child or ageing parent, having honest conversations about how we plan for the future are as difficult as they are rare. 

What can you do when you have important decisions to make but are unsure how to proceed? How do you close the gap in your knowledge, skills, motivation, or confidence, and take the next steps? How do you get a fresh perspective on your situation and avoid emotional blind-spots?

At Raimondo & Associates Ltd., we diagnose before recommending solutions. We do this by facilitating dialogue to help you clarify your goals and make sense of your current financial status. Once you know where you are and where you want to go, it's easier to consider and weigh the trade-offs of the various strategies available.  

A financial checkup is the foundation to determine which financial prescriptions or strategies make the most sense now, in the context of your current situation.

Visit What To Expect for more information.

We diagnose before prescribing solutions

We diagnose before prescribing solutions

WHAT OUR CLIENTS SAY 

"We most appreciated Rose for her expertise and professionalism, her approachability and sense of humour.  It helped us feel confident with the steps we needed to take next."    -  Tom & Alice R.