{"id":8122,"date":"2023-11-21T18:24:21","date_gmt":"2023-11-22T02:24:21","guid":{"rendered":"https:\/\/www.alitis.ca\/wealth-planning\/?page_id=8122"},"modified":"2024-01-19T13:39:29","modified_gmt":"2024-01-19T21:39:29","slug":"cashflow-investment-tax-planning","status":"publish","type":"page","link":"https:\/\/www.alitis.ca\/wealth-planning\/services\/cashflow-investment-tax-planning\/","title":{"rendered":"Cashflow, Investment &#038; Tax Planning"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-llwugim9-dc552267bbc0227ecfadac6b95820951\">\n.avia-section.av-llwugim9-dc552267bbc0227ecfadac6b95820951{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/11\/Cashflow.png);\nbackground-position:50% 50%;\nbackground-attachment:scroll;\n}\n.avia-section.av-llwugim9-dc552267bbc0227ecfadac6b95820951 .av-section-color-overlay{\nopacity:0.4;\nbackground-color:#2b475b;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-llwugim9-dc552267bbc0227ecfadac6b95820951 main_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  banner avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active container_wrap fullsize'  data-section-bg-repeat='stretch'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8122'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-5gmzw5-1bf8aef8817680597906cac049bfea2b sc-av_one_full av-equal-height-column-flextable'><div  class='flex_column av-5gmzw5-1bf8aef8817680597906cac049bfea2b av_one_full  avia-builder-el-1  avia-builder-el-no-sibling  first flex_column_table_cell av-equal-height-column av-align-middle  '     ><section  class='av_textblock_section av-llwudwx3-b7ce7b71259a18aff13c5b390be9dcd9 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h1 style=\"text-align: center;\">Cashflow, Investment &amp; Tax Planning<\/h1>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='av_section_2'  class='avia-section av-44wglx-a5ce2464bab083dbe280848ccd5a86e1 main_color avia-section-default avia-no-border-styling  avia-builder-el-3  el_after_av_section  avia-builder-el-last  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8122'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2\">\n.flex_column.av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2 av_one_full  avia-builder-el-4  avia-builder-el-no-sibling  max-width-2 first flex_column_div av-zero-column-padding  '     ><p><section  class='av_textblock_section av-llwunphg-4710b8635fe9ba39b14248b3355c3196 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>We provide our cashflow, investment, and tax planning services as a component of our <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/financial-planning\/\">comprehensive financial planning offering<\/a>. We do not provide these services as standalone offerings.<\/p>\n<p><strong>Cashflow planning<\/strong> is the process of monitoring your income and expenses to ensure that you have enough money to cover your financial obligations and achieve your objectives. The process may include an income assessment, expense tracking, and budgeting and will allow you to understand your financial situation better and help you make informed decisions about your money.<\/p>\n<p><strong>Investment planning<\/strong> is the process of identifying your financial goals and aligning your goals with your financial resources, time horizon, and appetite for risk to find the best investment products that suit you. Whether you&#8217;re planning for retirement, funding education, or saving for a big purchase, investment planning is the means to help you achieve these milestones. By allocating funds to diverse investment vehicles, you can help grow your wealth significantly over time. This growth usually outpaces traditional savings accounts and helps combat the effects of inflation. Alitis Wealth Planning is a related company to Alitis Investment Counsel. More extensive portfolio management services can be obtained through Alitis Investment Counsel or a portfolio manager (investment advisor) of your choice.<\/p>\n<p><strong>Tax planning<\/strong> helps to minimize the amount of tax you pay, thereby maximizing your wealth. By utilizing various tax-saving strategies and incentives provided by the government, you can retain more of your hard-earned money to have available for investment and savings. Our team stays updated on the ever-changing tax laws and regulations to take advantage of all available opportunities and provide you with the best advice possible.<\/p>\n<h2><\/h2>\n<h2><\/h2>\n<\/div><\/section><br \/>\n<section  class='av_textblock_section av-lo3kifko-3ae5c641e15a5fcb90dfa24b9dbe27c0 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Our Approach<\/h2>\n<p>Our team follows a disciplined approach, laid out in more detail <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-approach\/\">here<\/a>. We feel that an integrated approach considers how each aspect affects the others, creating a cohesive plan tailored to your specific financial situation and goals. This comprehensive strategy aims to optimize financial resources while mitigating risks and maximizing returns.<\/p>\n<p>At the end of the process, you will walk away with a written document of recommendations tailored to you. Our aim is to provide you with peace of mind, allowing you to enjoy the present more fully knowing that you are better prepared for the future.<\/p>\n<h2>Time Commitment<\/h2>\n<p>Alitis will be your partner and guide you through the process, however your engagement is the key factor in your plans\u2019 success.<\/p>\n<p>As each financial plan is completely customized, the amount of time it takes from the initial meeting to the recommendations stage will vary depending on a few factors:<\/p>\n<ul>\n<li>The speed at which you can provide your personal financial information<\/li>\n<li>The availability for meetings for both parties<\/li>\n<li>The complexity of your situation<\/li>\n<\/ul>\n<p>Generally, there will be 2 to 4 meetings from introduction to final recommendations. Meetings are generally 1 to 1.5 hours each in duration. You will need to provide detailed records and statements of your personal &amp; financial information.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03\">\n#top .hr.hr-invisible.av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03{\nheight:50px;\n}\n<\/style>\n<div  class='hr av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03 hr-invisible  avia-builder-el-7  el_after_av_textblock  el_before_av_button '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n<div  class='avia-button-wrap av-lo3hhtdy-6722d6d680c1986c1ef05f98b604a053-wrap avia-button-left  avia-builder-el-8  el_after_av_hr  avia-builder-el-last '><a href='https:\/\/www.alitis.ca\/wealth-planning\/contact-us\/'  class='avia-button av-lo3hhtdy-6722d6d680c1986c1ef05f98b604a053 av-link-btn avia-icon_select-no avia-size-small avia-position-left avia-color-theme-color'   aria-label=\"Contact Us\"><span class='avia_iconbox_title' >Contact Us<\/span><\/a><\/div><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":8123,"parent":5255,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-8122","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cashflow, Investment &amp; 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