ASK Wealth Advisors

How we help you plan

The key to achieve life’s goals is with a sound financial plan. At ASK Wealth Advisors, understanding the ins and outs of its clients’ financial needs and profile is of primary importance, which is achieved by a systematic process. Here’s a glimpse of what is covers:

• Examining present financial situation
  • Do you have a clear picture of your goals and dreams?
  • Have you written out your financial goals?
  • Are you comfortable with your present financial situation?
  • Are you keeping track of your cash flow?
  • Are you managing your cash flow for liquidity, long term returns or safety?
  • What are your current investments?
• Wealth accumulation goals
  • What are your wealth accumulation goals?
    • Better lifestyle / comforts for you and your family
    • Buying a home or taking a vacation
    • Starting / expanding your business
    • Other family related goals
  • How do your current investments support your accumulation goals?
  • What are the milestones at which you need the money?
  • What has been your approach to:
    • Risk tolerance
    • Assets like equities
    • Market volatility
    • Diversification
• Financial protection needs
  • How might unforeseen events impact your family's goals?
  • Have you provided for your dependants?
  • Are you prepared for unforeseen expenses due to:
    • Illness
    • Accident
    • Disability
  • What has been your approach to:
    • Life insurance
    • Home insurance
    • Health Insurance
  • Tax management
    • How do you manage your taxes?
    • Do you understand how current tax laws apply to you?
    • Are you eligible for specific tax deduction?
    • Have you taken advantage of all provisions under Income Tax Act?
  • Estate planning
    • Have you decided upon a plan for your assets after you are gone?
    • Have you written out your will or created a trust?
    • What purpose do you want your legacy to serve?
      • Supporting your family
      • Supporting a charity
      • Supporting your community
    • Will your current plan let you achieve these goals?