Plan
A Clear Path Personalized for Your Goals
Our client engagements typically begin with a financial assessment - a snapshot of where you’re at. This collaborative report serves as a foundation for strategy. We also understand that life changes. Our financial plans are easily adjusted in real time. You’ll always make informed financial decisions with up-to-date data.
Work with an accredited professional.
Discover the benefits of working with a Certified Financial Planner® professional.
“Rothdale Pacific has been a great steward of my life’s savings. Steve & Sarah provide consistent, honest advice that I can trust, especially during these uncertain times.”
— Aidan F, Nanaimo BC
