Fee Only Financial Planning Toronto
There is a standard six-step process to financial planning that you may be aware of - this has been the standard process for certified professional planners. It is important to have a financial planner who follows these principles and processes closely so they can take the guesswork out their clients' finances. Buxton Financial is a fee-only financial planning firm in Toronto. We provide expert advice and help our client to understand all the implications of each financial decision they make.
Buxton Financial takes a personal and customized approach to our financial planning services. First, we get to know a client and determine their unique risk capacity and risk tolerance. We get to know their goals and advise them in the direction best suited for them.
How to Choose the Best Fee-Only Financial Planners in Toronto
Financial planners often use the personal profiles of their clients for little more than categorizing their investment style. They determine whether a client is risky, safe, or minimally risky. The financial planner matches the client with off-the-shelf investment products with little to no regard for how appropriate they are for the client and how they help the client achieve their investment goals.
The fact-finding process is one that must be taken seriously by your financial planner. That is why Buxton Financial takes as much time as is necessary to understand each of our clients' financial picture as well as their goals. Any financial planner who recommends a strategy or purchase without this information would be comparable to a doctor who prescribes medication without first getting a diagnosis for the patient.
If you want to find a fee-only financial planner you trust, find out what others are saying about the company. At Buxton Financial, we are proud to provide reviews from satisfied clients. Just ask us for our personal and professional references.
How to Find a Fee-Only Financial Planner You Trust
Unlike some financial planners in Toronto, Buxton Financial is professional and delivers honest, unbiased advice to our clients. We promise maximum value for our financial planning clients. Since we have nothing to gain other than providing each client with sound advice, you can trust that what we tell you is what's best for your finances, not ours!
As you may already know, there aren't many fee-only financial planners in Toronto. On top of that, it is often difficult to find a financial planner you trust and feel comfortable working with. To make the problem of finding a competent fee-only financial planner in Toronto whom you trust even more complicated; each financial planner has their own fee structures and payment models.
At Buxton Financial, we sell financial advice only with a super-simple payment structure. We don't manage and sell investments for clients. Rather, we advise them regarding their best financial choices. We get to know them as we build relationships with our clients so that we have a complete financial picture at all times. This way, we can provide the best financial services possible. We take a methodical approach based on sound financial principles.