What can a financial plan do for you?
Provide a roadmap to achieve financial goals such as:
Saving for retirement
Providing for post-secondary education
Ensuring your family’s financial security
Building wealth
Minimizing taxes
Leaving an estate for your heirs
Building your plan
Advocis (the Canadian Association of Financial Planners) recommends six key steps to the financial planning process Clarify your current financial position Identify measurable goals and objectives Identify financial barriers or issues Provide alternative solutions to create a strategy Implement the strategy Periodically review and adjust the plan How to get started
Our proprietary sophisticated planning software makes it easy to follow the Advocis recommendations. We can develop a systematic plan designed specifically for you. Your plan will have clearly defined goals, achievable steps and appropriate benchmarks. Note that purchase of financial products comes late in the process and investment vehicles will only be chosen if they can contribute to your goals.