Why Planning a Financial Decision The purpose of this introduction is to give to our clients the different steps in the process of a financial decision, like purchase a car,purchase a home or some other king of personal or business properties The process of financial decision includes the following steps: 1. The intention : whether or not you would like to do it 2. The Action: - Seeking for information - Assessing your financial situation - Budgeting - Checking affordability Vs Availability - Getting pre-approved by a lender - Shopping on the Market 3. Conclusion - Processing the deal : contract, loan application, approval and obtention - purchasing and Closing Any time you go the the whole process, what do you do? You simply demonstrate to interlocutors, like lenders and vendors that you did your homework and have the knowledge and technical capability, associated to a sound financial situation, required to make the purchase or the investment. It is recommended sometimes to work with your financial advisor and planner to understand the impact of a specific financial decision to your overall financial situation including tax liabilities. |
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