Financial Planning Checklist

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This checklist is designed to look at your financial picture so you can achieve your financial goals.

– What are your Financial Goals?

– What are your Top 3 Priorities? And,

– What are your Concerns in achieving these Goals?

It is our mission to help you identify your financial goals and fulfil your goals. Book a free consultation with us to get started.  

Winnie

MBA, CFP (Certified Financial Planner), bachelor degree in Economic Information Management from Renmin University of China, and a dual master's degree in Computer/Project Management and MBA from the United States. She has over 20 years of consulting experience in management and finance across China, the US, and Canada. Since 2012, she has channeled her expertise into financial planning as a co-founder and partner at Yunix Financial Group, specializing in tax optimization and asset allocation for high-income professionals/business owners and high-net-worth immigrant families.