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A financial plan will help you meet your needs today and in retirement, and help protect you from the unexpected along the way. It includes the right mix of income, savings and insurance protection products to help you meet your financial goals.
If you’re like most people, your financial planning energy is focused on your day-to-day finances. A good financial plan will let you balance these priorities with your goals for the future.
A financial plan is simply a list of the things that are important to you now, the things you want to work towards and an outline of how you’re going to use your money to achieve your goals.
A financial plan can help you:
That’s why people with a financial plan worry less and save more.1
Getting clear on your current financial situation will give you the starting point for your plan.
As you’re thinking about what’s happening with your money today, think about what you’re going to need as your life changes over time.
Ask your advisor about how Money for Life – our customized approach to financial and retirement planning – can help you meet your changing needs.
Your financial goals are important enough to talk about with family and friends, to write down and to work toward. To help you get a fix on the future, complete this outline: Setting my financial goals.
Everyone can benefit from sound financial advice – no matter how much money you have to work with.
Just look at what Canadians say about working with an advisor:2
1 Source: IFIC, The Value of Advice Report, 2012
2 2015 Sun Life Canadian Unretirement Index, Base: Respondents who have investable assets of $100-500K