Planworth
Your financial plan starts with understanding
✔ Takes about 10–15 minutes
✔ Estimates are perfectly fine
✔ Secure and confidential
At ZPWC, meaningful financial planning begins with understanding where
things stand today
This short discovery helps us capture your goals, priorities, and financial details. You’ll be asked to create a login to access the discovery tool.
Secure portal powered by Planworth
What to Expect
You’ll be directed to our secure planning platform where you can create your account and begin the discovery process.
You’ll be asked about:
• Your financial goals and priorities
• Income, savings, and investments
• Family considerations
• Major life milestones you’re planning for
• Your comfort level with investment risk
You don’t need exact figures — estimates are perfectly fine.
What Happens After
Once your discovery is submitted:
We review your responses
We begin preparing planning insights
We schedule a meeting to walk through your financial plan together
This helps ensure our advice is tailored to your situation from the very beginning.
What Clients Often Discover During This Process
Clients often begin to identify things like:
• Whether their current savings pace aligns with future goals
• Gaps in protection or contingency planning
• Opportunities to simplify or better organize their finances
• How different financial decisions may affect long-term outcomes
• Areas where small adjustments could create meaningful progress
This process isn’t about having every number perfectly prepared — it’s about starting the conversation with a clearer picture of where things stand today.
Security & Privacy
Your information is submitted through a secure financial planning platform and is kept strictly confidential. The information you provide is used solely for planning purposes and will only be reviewed by your advisory team.
The information on this website is intended for use by persons resident and located in Canada only.