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I have been serving Calgarians as a financial advisor for the past 12 years. Guiding my clients through my Five Steps to Success Process is one of the most rewarding aspects of my work and is based on the philosophy:

“Those who fail to plan,
  Plan to fail.”

If you fail to develop clearly defined objectives and plans to achieve them, you are unlikely to reach your financial objectives.

MY FIVE-STEP FINANCIAL SUCCESS PROCESS

Step l - Helping You Establish Your Financial Objectives

Setting financial objectives is critical to the development of an effective financial plan. It gives your financial plan a sense of purpose and it provides you with a sound basis for making future financial decisions. Objectives you may consider are saving for a child’s education, saving for a home, paying down a debt, or saving for retirement. It can be virtually anything that involves a financial state or position that you wish to achieve.
When defining your own objectives, you should consider all facets of your current and future financial situation. Here are some ideas to help stimulate your thoughts about your own objectives.     

ACCUMULATING WEALTH
  • Building an emergency fund for unforeseen expenses
  • Saving for a child’s education
  • Saving for retirement
  • Provide a source of income from a business interest

ACCUMULATING PROPERTY
  • You may wish to own a home
  • You may wish to own a vacation property
  • You may want to have a second vehicle
  • You may want to collect jewellery, art or antiques

PROTECT YOURSELF FROM PERSONAL RISKS
  • You may want to acquire financial protection in the event of your premature death
  • Provide financial protection in the event of a long-term disability
  • Financial protection of personal property

OTHER FINANCIAL OBJECTIVES

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  • You may want to make significant contributions to a favourite
    charity or you church
  • You may want to save for a sabbatical or an extended period of travel
  • You may have to help with care for elderly dependents or a child with special needs

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