PlanProtect

Plan Protect is a financial planning firm with four key values: Health, Family, Lifestyle and Fun. These values are what drives our advice to you. Our clients enjoy coming to the office or catching up on zoom. Our staff know all our clients personally and there is always a chat that happens before any meeting.

The chat is followed by coffee or tea (usually served with a glass of water) and then we discuss recent travel, children, grandchildren, activities, pets and other topics which are all more interesting than the numbers. We then get to the financial part of the meeting. Meetings generally last an hour or more, depending on how much we need to discuss.