I will work closely with you to understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future. Preparing for an appointment. The most important step in providing a clear financial solution is understanding your needs. When we meet, here's the information we'll need for both you and your spouse. Salary or income, Investment and insurance amounts Pension and registered savings information Assets and debts Financial information for any business you own more... See more text