Have you ever been tempted to invest in a stock just because of its past performance? It’s a natural instinct, but relying on it can be risky. Markets are cyclical; what soared yesterday might stumble today.
A retirement plan usually revolves around the numbers: save this much, invest that much or you’ll never make it. Hardly your dream. It doesn’t have to be like that. I’ve switched the focus from the numbers to your future life as you want to live it. Please let me ask you:
Those questions bring people to their “Ahah!” moment. They answer out loud what they really want from life. They’re part of my YourLife Vision PlanTM – an interactive process that helps you realize what you really, really want.
It compares the cost of your vision with the money you have and will have . It helps you see if you’ll be able to live your vision, doing what you’re doing. It produces a powerful action plan. The YourLife Vision PlanTM never pushes you into investment at the expense of security – or vice versa. It never forces you to give up all your dreams to live a life that seems like nothing more than a line on a graph.
You will get to know yourself better with my YourLife Vision PlanTM. I’ll get to know you better. I’ll be able to give you guidance that can help bring your personal vision to life. Would you please contact me if you can see the value in working through your hopes, needs, fears and dreams together?
Find out about yourself and complete our “Is Life Planning for Me?” profiler.
Have you ever been tempted to invest in a stock just because of its past performance? It’s a natural instinct, but relying on it can be risky. Markets are cyclical; what soared yesterday might stumble today.
A wedding day marks the beginning of an exciting journey, but couples often overlook their financial future. As you start this new chapter together, it's essential to discuss your goals and dreams, incorporating them into a solid financial strategy.
What happens if you retire early? Retiring before age 60 or 65 may create an income gap, especially with Canada Pension Plan (CPP) and Old Age Security (OAS) benefits starting later.