Financial Planning

Our cross-border team of experts helps you develop and achieve your personal and family financial goals.  Financial planning is a dynamic process that requires creativity, thoughtfulness, regular monitoring and periodic reevaluation.  We make it easy by providing you the knowledge of cross-border tax, financial planning and business issues and helping you to understand your best path forward.

The Value of Financial Planning

The Financial Planning Standards Council conducted a three-year longitudinal study to evaluate and understand the value proposition of financial planning.  In summary, Canadians who engage in comprehensive financial planning with a CFP® professional have higher levels of financial and emotional well-being.  Click here for survey result details.

The KeatsConnelly approach has five main steps:

  1. Assessment: We develop your statements of financial position and cash flow. The personal statement of financial position documents the value of your personal assets (car, house, clothes, stocks, bank account, et al) and personal liabilities (credit card debt, bank loan, mortgage, et al), and the personal cash flow statement lists personal income and expenses.
  2. Setting goals: Setting goals is an essential part of financial planning. It is not uncommon to have several goals, and having some short term and some long term goals. We’ll help you gain clarity on these so that we can begin with the end in mind on both sides of the border.
  3. Creating a plan: The financial plan that we develop for you details how to accomplish your goals. It includes expenses, immigration, employment income, real estate and other cross-border opportunities and issues.
  4. Implementation: Execution of the personal financial plan requires discipline and perseverance. We can work with you to identify and execute critical aspects of your financial plan.
  5. Monitoring and reassessment: We work with you to monitor and help reassess the financial plan to stay on course or make adjustments.

Contact us to learn more about our comprehensive financial planning services that allow you to realize your dream of a Canada-US lifestyle.

Cross-Border Series
The Border Guide
Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.
A Canadian's Best Tax Haven
This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.
Taxation of Canadians in America
This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.
Taxation of Americans in Canada
US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?

Crossing the Border?
TRY OUR CROSS-BORDER FORUM »
Get Updates from Us
SIGN UP FOR E-UPDATES »

Upcoming Workshops
2018 - Phoenix, AZ
2018 - Rancho Mirage, CA
2018 - Naples, FL
2018 - Delray Beach, FL
2018 - Ft. Lauderdale, FL

WORKSHOP/SEMINAR DETAILS »