Gregory Thomas
BBA, Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ®
At Gregory Thomas Financial, we provide expert financial planning services to help you achieve your financial goals. With years of experience and a commitment to personalized service, we're here to guide you every step of the way. Take a look at our site and see how we can help you today.
ADDRESS
101-9837 Seventh Street,
Sidney, BC V8L 4B1
PHONE
778-584-4849
About my services
As a fee-for-service financial planner, I do not recommend or sell specific investment or insurance products, nor do I accept referral fees from financial service providers. Instead, I begin with clients to conduct a comprehensive financial assessment, so they understand where they stand financially. We identify pressing and poorly-understood financial issues, and we develop a concrete and effective plan to address them. This assessment covers investment portfolio allocation, tax issues, cash flow requirements, long term goals, and the performance assessment process.
Frequently Asked Questions
What is Financial Planning?
Understanding money is really important in life. It's about knowing how much things cost, buying a home, saving money for when you're older, using your money wisely, and picking the right insurance for your family.
It’s about partnering with a Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ® professional or Qualified Associate Financial Planner™ professional to develop and implement a plan that's based on your financial goals.
What is a Financial Planner?
Financial planners are certified experts who assist clients over the long term. They work with clients to create, implement, and adjust financial plans for lifelong financial well-being. Only those who meet high standards in financial planning can be Cᴇʀᴛɪғɪᴇᴅ Fɪɴᴀɴᴄɪᴀʟ Pʟᴀɴɴᴇʀ® professionals.
What is a CFP® Professional?
If you're dealing with complex money matters like cross-border taxes, managing a large estate or small business or estate planning for a blended family, then getting help from a CFP® professional is the right choice.
CFP® professionals help clients create a financial plan for living confidently. They have the knowledge, skills, experience and ethics to understand their clients’ situations at a complex level.
They must complete a rigorous education program, pass a national exam, demonstrate three years of qualifying work experience and meet standards of competence and professionalism.
What questions should I ask a potential financial planner?
1. Why should I work with you?
2. How does this partnership work? How do we build trust?
3. Will you be the only professional working with me?
4. How do I know you’re right for me?
5. How much do your services cost?
6. What type of client do you usually work with?