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Welcome to Smarter Financial Planning
Reach your financial goals with the help of independent financial advisors whose words are read by millions of National Post readers!
Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.
Smarter Financial Planning brings individual clients a valuable up-to-date and ongoing understanding of the complex and ever-changing rules and trends within the financial world. Our Fee-for-Service based approach can help you reach your goals on time.
Fabulous! appreciate your insights and perspective….and you’ve given me the peace of mind that I’m on the right track.Peace of mind Thanks Derek. It was great having a meeting with you. I felt like you were making money for me as we talked.Making Money I wanted to let you know how much we appreciate the opportunity to have you have a look at our situation and for the good advice you have given us. It’s been a bit scary as you can appreciate but going through our finances critically and logically with you to develop a plan to deal with our circumstances has given us some peace of mind. It all seems so clear when you read the piece - the clarity of your writing also helped us understand more fully what we can do. Again, thanks so much - you have been wonderful to work with.Clarity My first foray into working with a professional financial planner was a disaster. He leveraged most of my net worth to buy into projects he had designed...which turned out to make more money for him than any of his clients. The fiasco that ensued almost ended in a group law suit. I lost a bundle. When I finally got the courage up (and enough capital back) to search again for help, you can bet I looked long, hard, and very carefully. I called everyone I knew and even people I didn't know, looking for someone who was squeaky clean ethical and trustworthy, user friendly, and with the creativity and chutzpah to work with a woman with big dreams who is single, self-employed, and still a little bruised. Derek Moran has all of that. He knows I am proactive and need to control my finances, and so he wisely chose to take on more of a coaching role in our working relationship. He frames my options within the bigger picture of the economy. He asks me really smart questions, and ensures that before I take the next step, I know for certain it is safe. Derek doesn't use all the technical jargon that many professionals get stuck in - you know, the stuff that can really intimidate you. Goodness knows, there can be enough "internal noise" around your money stuff without having the added problems of someone who talks over your head or talks down at you. He makes things easy to understand. He respects that his clients are different than him and that our definition of financial security and success is different, and he works with it...without judgement. Derek was one of my finds in 2005.Definitions of Success Vary It’s been great working with you so far and the process seems much less intimidating than I had anticipated.Less Intimidating |