Shifting views of financial planning:
1
1. Explore
2. Discover
3. Plan
4. Starting Line
5. Montior
6. Adjust
CONTACT AARON

604.531.0022

STEP 1: EXPLORE
We start by getting to know one another. No need to bring any paperwork or financial statements, we're just going to chat comfortably about your goals and dreams for the future.
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STEP 2: DISCOVER
If we're a good fit for each other we'll move on to discover what is really important to you, and what your financial priorities are. Click the shifter to see the next step >>
STEP 3: PLAN
After we've prioritized your goals, it's time to start building your plan in modular, bite-sized pieces. You will fully understand and approve every step before we proceed.
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STEP 4: ENTRUST
Once you've agreed to move forward, we'll schedule a 45-day followup meeting to ensure you're comfortable with the process, and the statements you're receiving.
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STEP 5: MONITOR
Now that the plan is in motion, our team will monitor it's progress to ensure we're always staying on track. No changes will ever be made without your approval.
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STEP 6: ADJUST
Like any journey, there may be unexpected bumps in the road. As we move forward together we will always be ready to adjust your plan as necessary.
Click here to contact Aaron today!

WHO IS AARON FRANSEN, CFP®?
Over Aaron’s 20 years in the industry he has found that the simplest explanation is usually the right one. He simplifies the complexities of preparing for retirement and provides simple time tested solutions that work. Retirement income planning without a road map is complex, so consider Aaron and his team as your GPS system. If you're ready to start your journey, contact me today.
WHAT OUR CLIENTS ARE SAYING
  • "Aaron is always prompt at returning calls and has guided my portfolio to success. I would not hesitate to recommend him."
    - Cathy MacPherson, client since 2001"
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