Skip to content
twitterfacebooklinkedinenvelope
  • T: 727.567.1000
  • F: 866.597.3988
Feel free to reach out.
  • Home
  • Our Clients
    • Our Clients
    • Retirees
    • Business Owners
    • Pension Transfers
    • Sudden Wealth
    • Client Experiences
  • Services We Offer
    • Services We Offer
    • Our Well-th Process
    • FAQs
    • Written Financial Plan
    • Investment Strategies
    • Longevity Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Retirement Planning
    • Risk Management
  • About Us
    • About Us
    • Christian Jaehn-Kreibaum
    • Jodi Milligan
    • Our Values
    • Our Community
    • What Makes Us Different
    • Why Work With a CFP®
    • About Raymond James
    • Photo Gallery
  • Client Centre
    • Client Centre
    • Featured Articles
    • Upcoming Events
    • Other Presentations
  • Contact Us
  • Client Access
  • Living Financial
    58 Plant Street Suite 206 Batawa, ON K0K 1E0 T: 613.394.8200 F: 613.849.1173
    Map and Directions Map and Directions
Living Financial.Living Financial.

Written Financial Plan

Your financial plan is the foundation to your success and has many components all working together to allow you to reach your objectives in life. The following up to three modules can be part of your Written Financial Plan.

1 Cash Flow Plans

We provide specific advice on personal spending based on a standardized process that allows us to help you understand where all your money is going by looking at income, expenses, proximity to retirement, assets and liabilities. With a cash flow plan, you will feel like you are doing all that you can to get more out of your money.

2 Retirement Income Plans

Achieve your retirement goals by identifying how much income you want to receive upon retirement. With retirement income planning, we make sure you do not run out of money so you can enjoy your retirement to the fullest.

3 Business Planning

As a business owner, it’s important that you protect yourself and your business. We help business owners at all stages of growth with designing a plan that allows for business continuity. This may include insurance strategies to protect your business

Educational presentations => Please visit the Client Centre

Always here for you
Living Financial.Living Financial.
  • Living Financial 58 Plant Street Suite 206 Batawa, ON K0K 1E0
  • T 613.394.8200
  • F 613.849.1173
  • Map & Directions
  • Map & Directions
twitterfacebooklinkedinenvelope

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report