Women and Money part 6
Bringing it all together. Thank you for following this series, I trust you have it informative.
The Plan for your success
The statistics speak for themselves. While almost 60% of Canadian women are employed today, they are less likely to be insured and like their male counterparts…..don’t feel confident with their plan and don’t meet regularly with a financial planner.
I sincerely hope that through this series I've laid out all the benefits of a solid plan and relationship with a planner for you. So maybe now is the time to break out from the pack and take the next steps...Where do you start? and what should you look for?
- Find someone who asks you the right questions, and doesn't just tell you the "right" answers
- Look for someone who you trust and who represents a company you trust.
- Look for someone who has your best interest at heart
Together with the right advisor you'll find the answers...
- Are your investments suitable for your goals?
- Can you pay less tax?
- Will you have the income you need to retire and do the things you want to do?
- Can you retire when you want to?
- Do you have the right amount and types of insurance?
- Will your estate transfer efficiently and tax effectively?
- Do you have control over your income?
In the end, they will have created for you a realistic plan. One that will manage your investments with a long-term perspective designed to complement your comfort for risk, goals for growth and objectives of your plan.
And be there to help you implement your plan on a systematic basis
- Responding to changes in your personal and financial situation
- Reviewing your overall financial picture regularly
- Adjusting the allocation of assets, and insurance, if needed.