{"id":8548,"date":"2024-09-27T11:06:26","date_gmt":"2024-09-27T18:06:26","guid":{"rendered":"https:\/\/www.alitis.ca\/wealth-planning\/?p=8548"},"modified":"2024-09-27T11:09:26","modified_gmt":"2024-09-27T18:09:26","slug":"comprehensive-unbiased-financial-planning-starts-here","status":"publish","type":"post","link":"https:\/\/www.alitis.ca\/wealth-planning\/insights\/comprehensive-unbiased-financial-planning-starts-here\/","title":{"rendered":"Comprehensive, Unbiased Financial Planning Starts Here"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lkvsacej-517f66d6125106ca0b5fc6604d0f007a\">\n#top .av-special-heading.av-lkvsacej-517f66d6125106ca0b5fc6604d0f007a{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-lkvsacej-517f66d6125106ca0b5fc6604d0f007a .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-lkvsacej-517f66d6125106ca0b5fc6604d0f007a .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-lkvsacej-517f66d6125106ca0b5fc6604d0f007a av-special-heading-h1 blockquote modern-quote  avia-builder-el-0  el_before_av_textblock  avia-builder-el-first '><h1 class='av-special-heading-tag '  itemprop=\"headline\"  >Comprehensive, Unbiased Financial Planning Starts Here<\/h1><div class='av-subheading av-subheading_below'><p>Offering fee-for-service financial support makes financial planning accessible to a wide range of clients.<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n<section  class='av_textblock_section av-lkvsy15b-ace10a05068026c097566250d97a0767 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8552 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Couple-in-a-meeting.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Couple-in-a-meeting.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Couple-in-a-meeting-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Couple-in-a-meeting-768x513.jpg 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p><span data-contrast=\"auto\">In a financial landscape where many professionals are tied to selling insurance or investment products,<\/span><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/\"><span data-contrast=\"none\"> Alitis Wealth Planning<\/span><\/a><span data-contrast=\"auto\"> offers a refreshing alternative: fee-for-service, unbiased financial planning.\u202f<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">At Alitis Wealth Planning, clients receive financial guidance without the pressure of purchasing products, providing a tailored approach that caters to individual needs.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cFor most people, their financial planning often goes through their investment advisor if they have a large portfolio, but lots of people benefit from financial planning, including young families and business owners who might not have large investment assets,\u201d says <\/span><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/shawn-fetter\/\"><span data-contrast=\"none\">Shawn Fetter, Certified Financial Planner<\/span><\/a><span data-contrast=\"auto\">.\u202f<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Who benefits from Alitis Wealth Planning?<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8556 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Young-Business-Owners.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Young-Business-Owners.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Young-Business-Owners-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Young-Business-Owners-768x513.jpg 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p><span data-contrast=\"auto\">Financial planning is often associated with retirees or those managing large investment portfolios, but Alitis Wealth Planning serves a broader demographic. By working with individuals at all stages of life, they ensure that a wider range of clients can access valuable financial guidance.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">One of the hallmarks of Alitis Wealth Planning is their customized and ever-evolving approach. Every financial plan is created through a <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-approach\/\">thorough intake process<\/a>,<\/span> <span data-contrast=\"auto\">considering each client&#8217;s unique goals and circumstances.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Following this practice, Alitis Wealth Planning believes that financial plans should be dynamic. Life changes, updated tax laws, and personal circumstances shift, making regular check-ins once or twice a year crucial to ensuring the plan remains relevant.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">\u201cFinancial planning is probably the only profession where you touch almost every aspect of a client\u2019s life. We talk about their health, family dynamics, cash flow, and more,\u201d <\/span><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/emily-hofmann\/\"><span data-contrast=\"none\">Emily Hofmann, Certified Financial Planner<\/span><\/a><span data-contrast=\"auto\"> says.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Handling sensitive conversations with care<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8557 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Conversation.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Conversation.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Conversation-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Conversation-768x513.jpg 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p><span data-contrast=\"auto\">Financial planning often involves difficult discussions, particularly around estate planning.<\/span><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/\"><span data-contrast=\"none\"> Alitis Wealth Planning professionals<\/span><\/a><span data-contrast=\"auto\"> are trained to handle these conversations with care, mirroring their clients\u2019 comfort levels. \u201cI remember meeting a gentleman who couldn\u2019t say the word die,\u201d Fetter says. \u201cHe\u2019d say, \u2018One day, when that thing happens.\u2019 You\u2019ve got to be sensitive to people\u2019s comfort levels and mirror their language when discussing real-world events.\u201d<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Why Certified Financial Planners matter<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8558 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Emily-and-Shawn-2.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Emily-and-Shawn-2.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Emily-and-Shawn-2-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Emily-and-Shawn-2-768x513.jpg 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p style=\"text-align: center;\"><em>Certified Financial Planners Emily Hofmann and Shawn Fetter<\/em><\/p>\n<p><span data-contrast=\"auto\">With various titles and certifications used in the industry, the term financial planner can be misleading \u2013 it&#8217;s essential to know your advisor has the qualifications you need. At Alitis Wealth Planning, <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/insights\/cfp-what-it-is-and-why-it-matters\/\" target=\"_blank\" rel=\"noopener\">Certified Financial Planners<\/a> (CFPs) provide reassurance that clients are working with highly educated, experienced professionals. \u201cConsumers need to ensure they\u2019re working with professionals who have the education and experience,\u201d Fetter says.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With Alitis Wealth Planning, clients receive more than just financial advice \u2013 they gain a partner dedicated to guiding them through every aspect of their financial journey, ensuring their goals are met with care, expertise, and a truly comprehensive approach.<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<h2><b><span data-contrast=\"auto\">Upcoming free seminars<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8555 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Website-Images-32.png\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Website-Images-32.png 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Website-Images-32-300x200.png 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2024\/09\/Website-Images-32-768x513.png 768w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Alitis Wealth Planning is offering two complimentary in-person estate planning seminars this October. These seminars are designed for anyone interested in understanding the key components of estate planning, including legal documents, taxes &amp; probate. Whether you\u2019re a young adult starting to plan for the future or a retiree looking to ensure your assets are protected, this seminar is perfect for anyone interested in securing their legacy. This seminar is also an invaluable resource for executors who may be responsible for carrying out someone else\u2019s wishes. Being named an executor comes with significant legal and financial responsibilities. By attending, you\u2019ll gain a clear understanding of your duties, from managing assets and paying debts to distributing inheritances according to the will.\u00a0<\/span><\/p>\n<\/div><\/section>\n<div  class='flex_column av-5slttg-a8dd6f8bc92250aba2ec6a5bfb094234 av_one_half  avia-builder-el-2  el_after_av_textblock  el_before_av_one_half  first flex_column_div  column-top-margin'     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-m1l15obl-2845ab538f7e4bf86192c9bcf6692906\">\n#top .av_textblock_section.av-m1l15obl-2845ab538f7e4bf86192c9bcf6692906 .avia_textblock{\ntext-align:center;\n}\n<\/style>\n<section  class='av_textblock_section av-m1l15obl-2845ab538f7e4bf86192c9bcf6692906 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h4><b><span data-contrast=\"auto\">Campbell River<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h4>\n<p><span data-contrast=\"auto\">Tuesday, October 22, 2024<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">2:00 \u2013 3:00PM<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">Anchor Inn &amp; Suites<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">Pacific Ballroom<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-m1l19ef2-089c63f16aa8da92921bd644cc3aada3\">\n#top .hr.hr-invisible.av-m1l19ef2-089c63f16aa8da92921bd644cc3aada3{\nheight:25px;\n}\n<\/style>\n<div  class='hr av-m1l19ef2-089c63f16aa8da92921bd644cc3aada3 hr-invisible  avia-builder-el-4  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-m1l176xb-c9530acaae38bea28df1e51491d3f515-wrap avia-button-center  avia-builder-el-5  el_after_av_hr  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/estate-planning-101-campbell-river-tickets-1022038192747'  class='avia-button av-m1l176xb-c9530acaae38bea28df1e51491d3f515 av-link-btn avia-icon_select-no avia-size-small avia-position-center avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Campbell River\"><span class='avia_iconbox_title' >RSVP - Campbell River<\/span><\/a><\/div><\/p><\/div><div  class='flex_column av-3wajv8-ea015210d003119529367393413a26ce av_one_half  avia-builder-el-6  el_after_av_one_half  el_before_av_hr  flex_column_div  column-top-margin'     ><style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-m1l160cz-072816f6ed6f320380f865a4d14ca05c\">\n#top .av_textblock_section.av-m1l160cz-072816f6ed6f320380f865a4d14ca05c .avia_textblock{\ntext-align:center;\n}\n<\/style>\n<section  class='av_textblock_section av-m1l160cz-072816f6ed6f320380f865a4d14ca05c '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h4><b><span data-contrast=\"auto\">Comox Valley<\/span><\/b><span data-ccp-props=\"{\">\u00a0<\/span><\/h4>\n<p><span data-contrast=\"auto\">Thursday, October 24, 2024<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">2:00 \u2013 3:00PM<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">Crown Isle Resort &amp; Golf Community<\/span><span data-ccp-props=\"{\">\u00a0<\/span><br \/>\n<span data-contrast=\"auto\">Silver Room<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-2hjrz8-9ddc0811382cc0932f1117daa5137d93\">\n#top .hr.hr-invisible.av-2hjrz8-9ddc0811382cc0932f1117daa5137d93{\nheight:25px;\n}\n<\/style>\n<div  class='hr av-2hjrz8-9ddc0811382cc0932f1117daa5137d93 hr-invisible  avia-builder-el-8  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-m1l17rcl-25d370c7e739236f29e7d1ef3cf14e2a-wrap avia-button-center  avia-builder-el-9  el_after_av_hr  avia-builder-el-last '><a href='https:\/\/www.eventbrite.ca\/e\/estate-planning-101-comox-valley-tickets-1022077530407'  class='avia-button av-m1l17rcl-25d370c7e739236f29e7d1ef3cf14e2a av-link-btn avia-icon_select-no avia-size-small avia-position-center avia-color-theme-color'  target=\"_blank\"  rel=\"noopener noreferrer\"  aria-label=\"RSVP - Comox Valley\"><span class='avia_iconbox_title' >RSVP - Comox Valley<\/span><\/a><\/div><\/p><\/div>\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d\">\n#top .hr.hr-invisible.av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d{\nheight:25px;\n}\n<\/style>\n<div  class='hr av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d hr-invisible  avia-builder-el-10  el_after_av_one_half  el_before_av_textblock '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><\/p>\n<section  class='av_textblock_section av-lohlrynn-adee4f1679130fe2f9b688c9b9457fab '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Contact Us<\/h2>\n<p><span class=\"TextRun SCXW18886405 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW18886405 BCX8\">Schedule a no-obligation, complimentary meeting <\/span><\/span><span class=\"TextRun SCXW18886405 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW18886405 BCX8\">today. Alitis Wealth Planning is a related company to Alitis Investment Counsel. If you have questions please call 250-287-4933 or email info@alitis.ca. Find them in Campbell River at 101-909 Island Highway, the Comox Valley at 103-695 Aspen Rd., in Victoria at 1480 Fort St., or online at alitis.ca\/wealth-planning.\u00a0<\/span><\/span><\/p>\n<\/div><\/section>\n<div  class='avia-button-wrap av-lohlsi0h-c0c87bc5936809a7e8ea18be2a45d1a5-wrap avia-button-left  avia-builder-el-12  el_after_av_textblock  el_before_av_icon_box '><a href='https:\/\/www.alitis.ca\/wealth-planning\/contact-us\/'  class='avia-button av-lohlsi0h-c0c87bc5936809a7e8ea18be2a45d1a5 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>\n<article  class='iconbox iconbox_left av-lnncnh19-fad92c6f312c2f92d6ccfb9de37749b6  avia-builder-el-13  el_after_av_button  avia-builder-el-last '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class=\"iconbox_content\"><header class=\"entry-content-header\" aria-label=\"Icon: \"><div class='iconbox_icon heading-color avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue84e' data-av_iconfont='entypo-fontello'  ><\/div><\/header><div class='iconbox_content_container '  itemprop=\"text\" ><h6><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/disclaimer\/\"><strong><em>Disclaimers and Disclosures<\/em><\/strong><\/a><\/h6>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article>\n","protected":false},"excerpt":{"rendered":"<p>At Alitis Wealth Planning, clients receive financial guidance without the pressure of purchasing products, providing a tailored approach that caters to individual needs.\u00a0<\/p>\n","protected":false},"author":2,"featured_media":8552,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59],"tags":[],"class_list":["post-8548","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Comprehensive, Unbiased Financial Planning Starts Here | Alitis Wealth Planning<\/title>\n<meta name=\"description\" content=\"At Alitis Wealth Planning, clients receive financial guidance without the pressure of purchasing products, providing a tailored approach that caters to individual needs.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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