Financial Planning

"Achieving your financial goals doesn't happen overnight; it takes careful planning and execution."

Why do you need a financial plan?

     A good financial plan can help you answer these questions, and more...

• Will you be in a position to fund your children’s post-secondary education?

• Will you be responsible for the care of an aging parent or spouse, or a mentally or physically challenged child?

• Is your investment strategy consistent with your financial goals?.

• If you were to die, would your family be financially secure?

• If you become disabled, will you have enough income to manage until you are well again?

 

Financial planning is an ongoing process that includes:

• Evaluating your current situation

• Clarifying your goals

• Identifying hurdles in achieving your goals and considering alternative solutions

• Developing a comprehensive written analysis with recommendations

• Implementing your plan

• Reviewing your plan on a regular basis