Why Choose OFP2C Financial Planning Project Consulting?
Certified QAFP™ (Qualified Assistant Financial Planner) consultant provides financial planning strategies and solutions for clients who would like to start with basics and small steps to meet their short and long term financial planning needs, focusing on fundamental financial planning practices, financial management and retirement management.
Experienced project management services to break down your goals into individual projects with measurable deliverable and milestones. Achievable objectives are managed via standard project management practices by PMP® certified consultant. Every step forward means your financial goals are getting closure.
Local touch. For people would like to know more about how to achieving their financial goals with a solid plan, our conversation could start with a cup of coffee, or tea in a corner coffee shop! Flexible meeting time are available to meet in Oakville, Burlington or Halton region.
Under COVID-19 situation, we will use video conference call to conduct meetings.