Build a Financial Plan
Your life is as unique as your fingerprint. Whether you are just starting out, building your nest egg, or preparing for retirement, taking the right steps towards the financial future you want is important.
Reaching for financial success begins with a plan. But, as with any other plan, getting organized is the starting point. By being prepared beforehand, you will be ready as circumstances change and your family needs evolve.
Get organized. Get a plan. Get ahead.
Being financially organized can be as simple as having your personal documents up-to-date, maintaining accurate financial records and meeting regularly with a qualified financial professional. With our help, the following process can create a practical path to your financial future:
Get organized – Organization begins with collecting all your financial documents in one place. This includes your bank statements, tax returns, insurance policies, investment plans and mortgage statements.
Identify your goals – The next step is writing down and ranking your goals. This includes setting a timeframe for achieving goals.
Define your needs – What are your short and long term needs? By being organized, your needs won’t be forgotten.
Develop your plan – We’re here to help you with a plan. And we’ll also provide specific solutions that are right for you.
Take action – Create a timetable and identify the steps you need to take to get your plan working. We’re here to show you how.
Keep on track – Make sure that you check your plan especially when there are changes in your life. This will help you in reaching your goals.
We’re with you every step of the way
Helping you get financially organized starts with a meeting with our financial advisor who will help you review your finances, discuss your goals and create a plan to reflect your needs.
41 Dundas Street West, P.O. Box 280
Trenton, Ontario K8V 5R5
Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through Whitley Financial Services.