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Fee-for-Service | Lorna Eastman Financial

Lorna Eastman Financial provides fee only financial counselling for retirement, pension, tax and estate planning. Call Lorna for an initial consultation.

http://www.lornaeastmanfinancial.com/

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CONTACTS AT LORNAEASTMANFINANCIAL.COM

WorkStart Inc

Grant Burson

1829 F●●●●●●e Road

Vic●●●ria , British Columbia, V8N 2X9

Canada

1.25●●●●8809
1.25●●●●2085
wo●●●●●●●@direct.ca

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WorkStart Inc

Grant Burson

1829 F●●●●●●e Road

Vic●●●ria , British Columbia, V8N 2X9

Canada

1.25●●●●8809
1.25●●●●2085
wo●●●●●●●@direct.ca

View this contact

WorkStart Inc

Grant Burson

1829 F●●●●●●e Road

Vic●●●ria , British Columbia, V8N 2X9

Canada

1.25●●●●8809
1.25●●●●2085
wo●●●●●●●@direct.ca

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Fee-for-Service | Lorna Eastman Financial | lornaeastmanfinancial.com Reviews

https://lornaeastmanfinancial.com

Lorna Eastman Financial provides fee only financial counselling for retirement, pension, tax and estate planning. Call Lorna for an initial consultation.

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Our Services | Lorna Eastman Financial

http://lornaeastmanfinancial.com/our-services

We value our independence, as do our clients. Lorna Eastman Financial is a fee for service financial counselling firm located in Victoria, BC. Lorna has been providing independent, fee only financial planning services for over 20 years. To provide you with the insight, tools and knowledge you need to optimize your financial plans. Lorna Eastman, CFP. The Financial Planning Process. 8220;We do good work for good people”.

2

Net Worth | Lorna Eastman Financial

http://lornaeastmanfinancial.com/site-forms/net-worth

3

Cash Flow Form | Lorna Eastman Financial

http://lornaeastmanfinancial.com/site-forms/cash-flow

4

Financial Planning Process | Lorna Eastman Financial

http://lornaeastmanfinancial.com/financial-planning-process

The Financial Planning Process. We help clients clarify and articulate their financial goals and objectives and address strategies to consider for short term goals within one year, medium term goals for the three to five year time frame, and long term goals for the greater than five year time line. Financial planning strategies are considered to help achieve each of these goals in the overall plan. Review and Analysis of Current Strategies. Developing an Action Plan. Each financial plan is as individual ...

5

What to Bring | Lorna Eastman Financial

http://lornaeastmanfinancial.com/site-forms/what-to-bring

Please call or email to arrange a consultation. We get to work right away when you come in for a consultation. The initial consultation covers the Current Status Assessment, Goals and Objectives and gives clients a financial check up and understanding of how well they are on track, what the next steps are in terms of any changes that may need to be considered and answers any questions they have. We are able to do this because clients come prepared with all the required documents.

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