Checklists offer organization and accountability. The feeling of crossing items off a list is satisfying because it provides a sense of progression – that your actions are leading you to a better position.
At The McClelland Financial Group, our main focus is to facilitate successful transitions for our clients. Whether it be from their employment years to their retirement years, or from their retirement years to wealth transfer years. We provide them with the necessary advice and tools to achieve their unique goals. Throughout their journey, our clients are held accountable by our proprietary checklists, to ensure they are doing their part to realize these goals, without having to spend their valuable time keeping track themselves.