Putting Your Financial Plan into ActionYou
know what your financial goals are and you have outlined a clear route
towards achieving those goals. So what's next? Putting your financial
plan into action.
Implementing your plan
implementation of your plan is vital if you are to realize your goals.
You'll need to make decisions about specific financial products. For
example, your plan will outline an asset allocation and diversification
strategy so you will need to select the appropriate investments. If your
plan has identified that you need additional insurance coverage, you'll
need to decide whether Term, Whole Life or Universal Life products are
best for your situation. At the same time, you may have conflicting
goals, so priorities must be set and trade-offs made.
How I can help
so many options to consider, it's always worthwhile to get some
professional advice. When it comes to selecting financial products you
want to make sure that they are the right ones to help you realize your
goals. I can review the options for you and recommend those that make
sense for your plan. And you may find that you are not able to reach all
of your goals at once. Working together, we can sort out your
If you'd like to move your financial plan from strategy to action, please contact me directly: Bruce Tessier (613) 938-2440.