(NC) You get regular checkups with your dentist. You take your car to the mechanic for tune-ups. And you take your pet to the vet. So as you take care of other things that matter to you, it is key to take the same approach with your money.
Its important to assess your finances every year to make sure youre able to meet your financial goals. A financial professional can devise a plan that sets you on a path to success.
A recent FP Canada survey found that Canadians who work with a professional financial planner feel much more confident when it comes to money matters. Of the 57 per cent who believe theyll achieve their financial goals, nearly three quarters say they have a plan in place.
Employing a certified financial planner or a qualified associate professional planner ensures youre working with a pro who can partner with you over the long haul. Expect them to take the pulse of your financial health when you set up a meeting.
Money can be an enormous source of stress, particularly after the challenging year weve just had, so its a smart idea to reach out to an expert, says Gillian Lee, a CFP professional in Yellowknife.
To get ready for your annual checkup, consider these tips:
•Prepare a summary of any life changes over the past year;
•Compile a list of questions you may have;
•Show your planner all relevant documents, like tax returns and insurance policies; and ?
•Have a list of short-term goals.
Find a qualified professional near you at findyourplanner.ca.
