Troy Simonson, CBA, FPSC Level 1
It’s your financial life. Take control.
Nothing makes me feel better than helping people feel more confident about their financial situation today and in the future. I know how much peace and comfort can come from having a plan to follow to achieve goals set. No matter where you are at in your life, I am confident we can work together to accomplish great things. I would love to help you navigate your financial journey.
We may not be able to rewind to change past financial decisions, but we can pause, take stock and plan for tomorrow. Once we build the plan, you can press play and carry on investing in your future. Regular review of the plan will keep you on track as you fast forward to your life after work.
For those of you who live or work in the Outlook, Saskatchewan you may know me from my regular contribution to ‘The Outlook’ regional newspaper. I am also an Executive Director of the Outlook & District Chamber of Commerce.
Please connect with me to take control of your financial life.
Personal Financial Planning
For some people, talking about money is uncomfortable. I understand completely. It is my desire to earn the trust of each of my clients and encourage a comfortable environment where talking about their financial matters becomes easier. Personal financial planning is something everyone can benefit from, no matter your stage in life or your financial goals. I will work with you to document them, build a plan and then help you monitor the plan to make sure you achieve them. Everyone’s financial situation and goals are different. Let’s work together to make your goals a reality. I am happy to review your situation with you. Let’s book an appointment to talk about you.
Succession Planning
Every business owner will eventually leave their business. That’s why its important to make sure the value within their business is maximized to ensure the highest sale price. When my family exited our business, we were not looking to sell, but had an offer we couldn’t walk away from. Had we known an offer was coming we could have undertaken some simple value building initiatives to increase the sale price. Based on my experience and what I have learned about business transitions, I believe it is important for all of us to run our business like we could sell it at any time. Essentially: keep the business at optimal value at all times! It is likely the largest investment you have. You have worked hard to build it and you deserve the highest return on your investment. I would love to help you build value in your business.
Farm Success Journey
Family farms… to non-farming folk they may look idyllic and paint a romantic picture of life on the prairies. For those who have a family farm or have worked on one they understand it is much more complex. From the moment one begins working on the family farm, the question of how to keep it in the family is never far from the forefront. But the journey to a successful transition is rarely a straight line. The team I work with has years of experience helping family farms determine what a successful transition is for their family and how they can achieve it. Let’s start mapping out your successful transition. Let’s book an appointment to talk about your family farm’s future.
