Cynthia Kett www.stewartkett.com Principal at Stewart & Kett Financial Advisors Inc. 51 www.finance-monthly.com About Cynthia Kett Cynthia has practiced accounting, tax, and financial planning for over 30 years. Her love of a diverse client and community base sees her regularly advising entrepreneurs, professionals, executives, families, and retirees. She is frequently consulted as an expert for financial articles, television programs, and other media, including Global TV’s Money Makeover, where she was the host and primary advisor. She serves on the editorial board for Advisors Group publications, whose primary audience is the financial advisory community. About Stewart & Kett For over 25 years, Stewart & Kett Financial Advisors Inc. has been providing integrated, objective, and customized advice to wealthy Canadian families with complex financial situations. Stewart & Kett was founded in 1996 by David Stewart and Cynthia Kett, each of whomhad predecessor financial planning practices. They shared a core belief that clients were best served by an advice-only approach to financial management – one that wasn’t influenced by the sale of financial products. Stewart & Kett works collaboratively to develop, implement, and monitor strategies for the benefit of their clients. This provides a single point of contact for the coordination of the clients’ advisory team. Our full spectrum financial planning services ensure that whatever your needs, during every phase of your life, you’re covered by an expert team of professionals who treat you and your financial well-being with compassion and respect. Our three main service areas – Integrated Financial Planning, Investment Consulting and Oversight, and Tax Services – each include a wide range of specific areas designed to provide you and your family with everything you need to create the healthy financial outlook – and outcomes! – you deserve. Whilewe can assist clients with projects in a consulting capacity, we excel at developing deep, long-standing relationships with our clients and their families. Our unique process is divided into four distinct stages. 1. Financial Assessment We start with a Financial Assessment whereby you provide relevant documents and information so we may conduct a thorough assessment of your financial situation. Through our analysis, we will identify your strengths, opportunities, and priorities and help you create a powerful vision of the future. There is a fixed fee for this initial step. It does not result in a financial plan but lays the foundation for a financial planning engagement. 2. Financial Planning Engagement Next, working closely with you and your advisory team, we will provide a financial planning engagement representing the services and strategies best suited to your unique needs. The Financial Assessment allows us to provide a fixed-fee proposal for the initial and subsequent years, so you have control over the timing, content, and cost of the services you choose. As a guideline, typical minimum fees for the first year would be $6,000. 3. Implementation Management In the third stage, we will manage the implementation of your financial plan, ensure details are followed through to completion, and keep you up to date on the progress. Ensuring all steps are carried out, in the correct order, and that nothing is missed, is essential to you achieving the maximum benefits of your financial plan. 4. Ongoing Financial Management and Oversight To improve, maintain, or enhance your wealth requires consistent attention and effort. Therefore, in the fourth stage, we will offer ongoing financial management and oversight to keep you current and up-to-date and to coordinate your advisory team to ensure you receive the benefits of the strategies you have chosen to pursue. Also, when circumstances change, your financial plan will have to adapt accordingly. By completing these stages, you will have clearly defined goals and a plan to achieve them. You will have integrated, organized, and simplified your affairs. You will have a great support system for managing your affairs as your financial circumstances evolve. C A N A D A Financial Advisory Expert of the Year
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