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Objectives and a Financial Plan Can Help You Accomplish Your Goals

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Do you have a dream lifestyle? Would you like to increase your chances of achieving it? Most people would say yes!

Just like having a blueprint for building a house helps you build a better house, so having a financial blueprint can help you b

uild a better future.


Where to start?

- First, think about what you want to accomplish, both short- and long-term, these are your objectives.
- Collect your current information as a starting point. i.e. investments, insurance policies, wills
- Then, determine your risk tolerance and find appropriate investments that will meet your needs. Taking too much- or too little-risk can mean you won’t be able to reach your goals.
- Your next step would be to develop the financial strategies needed to reach your goals.
- Different objectives may require different investments, so make sure you understand what you have and how it works.
- Be sure to review your plan and your investments on at least annually with your advisor to ensure you are still on track for financial success.


Just like having a blueprint for a house does not mean everything will go smoothly! Ask any contractor, there are always unforeseen issues to deal with. So having a financial plan will not mean everything will go smoothly. Just like you need to be flexible in dealing with life, your plan needs to be flexible enough to react to unforeseen issues that may arrive. After all life happens!


If you have any questions, please feel free to contact me and I will be happy to help. I can be reached at 250-847-4686 or or use the ask a question button on my website: