Understanding the Importance of Financial Planning

Meghan Chomut is the financial consultant for families that have (or want to have) an income property as a part of their investment portfolio. She is a mom, wife, friend, a CFP (Certified Financial Planner) and Investment Property Advisor. She helps families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies.

Guest: Meghan Chomut, Investment Property Advisor & Certified Financial Planner

Meghan Chomut is the financial consultant for families that have (or want to have) an income property as a part of their investment portfolio. She is a mom, wife, friend, a CFP (Certified Financial Planner) and Investment Property Advisor. She helps families and income property owners get their personal + investment property finances organized and make smart investment decisions by designing custom plans and tax strategies. 

For over a decade, Meghan has been working in the finance and investment industry helping people save for their big dreams (retirement, sending their kids to college, going on a beach vacation, etc). She also works with real estate investors to make their rental properties profitable and position their investments for maximum wealth building.

You will learn about:
– What a FEE ONLY Certified Financial Planner means
– Should you incorporate or not?
– Biggest mistakes investors make
– How often should you meet a financial planner to reach your goals
– Mortgage insurance
– Using your RRSPs for investing
– Tips to get organized for tax season

Get in touch with Meghan:
Website: https://www.meghanchomut.com
Instagram: http://instagram.com/meghancfp