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