The six key steps for financial planning success
What can a financial plan do for you? Provide a roadmap to achieve financial goals such as:
Advocis (the Financial Advisors Association of Canada) recommends six key steps to the financial planning process.
If you’d like to start working towards your financial goals with a properly designed financial plan, please contact us directly by email or by phone at (306)780-9700. Remember, the earlier we can begin the process, the easier it will be to achieve your goals.