Financial Planning Process
  • Current Status Assessment
  • Goals and Objectives
  • Review and Analysis of Current Strategies
  • Developing an Action Plan
  • Implementation
  • Ongoing Monitoring, Review and Analysis
  • Summary
Our Services
  • Lorna Eastman Financial Services (PDF)
  • Personal Financial Counselling
  • Retirement Planning
  • Personal Tax Planning
  • Business Planning
  • Estate Planning
  • Educational Financial Seminars
What Client’s Say…..
  • “My questions were answered with the clarity and precision of a professional and the warmth of a friend.”
  • “I highly praise Lorna’s ability to bring sunshine into what appeared to be a gloomy situation.”
  • "Highly knowledgeable, makes complex information easy to understand.”
  • “Very informative, we should have done this years ago.”
  • “Vey good – the Big 10”
Forms
  • Cash Flow Worksheet (Excel)
  • Cash Flow Worksheet (PDF)
  • Net Worth Worksheet (Excel)
  • Net Worth Worksheet (PDF)
  • What to bring (PDF)

LORNA EASTMAN FINANCIAL

Phone: 800 472 0955
Email: lorna@lornaeastmanfinancial.com

 

 

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