At WHAT THE FINANCIAL, We believe in a team approach. From our very own Hoslistic Wealth Consultant, Accountants, Lawyers, Portfolio managers, Mortgage agents and real estate agents we have our clients covered.
Financial plan is a detailed story about your wealth and you need the masters that are willing to take the story and turn it into a reality.
We strive to provide excellent Client experiences as a firm that is dedicated to informing, engaging, and empowering you Financial freedom!
Our goal is to help our clients navigate and achieve true financial freedom – Pam Setia
Clients achieve financial goals that ultimately help them elevate their lifestyles. We create the power of financial freedom through our course offerings, on-line coaching program and one-on-one Wealth and Real Estate Workshops
Behavioral finance recognizes that individuals often make decisions that are influenced by emotions, biases, and cognitive errors, rather than purely rational analysis. By understanding these tendencies, we help our clients make more informed decisions and achieve their short and long-term financial goals.
Holistic financial planning, on the other hand, takes into account all aspects of a client’s financial situation, including their goals, assets, liabilities, income, expenses, and risk tolerance. It goes beyond simply managing investments to address broader financial concerns such as retirement planning, tax strategies, insurance needs, estate planning, and more.
Certificate In Advance Financial Advice
Each member brings their expertise to enhance and
action your plan effectively.
A team means more attention to your current financial status, goals and risk tolerance. This enhances the crafting a holistic plan that addresses all aspects of your financial life.
While a plan is essential, execution is equally important. Our financial team approach ensures that the strategies in your plan are implemented effectively and efficiently
Financial landscapes, your goals and circumstances evolve and your team monitors your plans progress and adjusts it as needed to keep you on track.
This is key as having a team accountable for your financial success can provide peace of mind. They keep you accountable and help you navigate challenges along the way.
This is key as having a team accountable for your financial success can provide peace of mind. They keep you accountable and help you navigate challenges along the way.
Holistic wealth consultant
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
Financial Advisors
The RBC Canadian Women Entrepreneur Awards is the premier national awards program celebrating the achievements of the most successful in this inspiring group. Now in its 30th year, tens of thousands have been nominated and over 200 women have taken home the top awards for demonstrating excellence — from economic growth to social change, from local to global reach, across multiple sectors.
“Let’s acknowledge that financial institutions do a great job of creating a financial plan. They put millions of dollars behind their procedures. So I think that that part’s down. The challenge and the opportunity that I figured was, well, I give you a financial plan and now you know what you need to do. But who actually follows through? Who actually mitigates the risk of not being able to do what you talked about?”- Pam Setia
Certificate In Advance Financial Advice
