The Life Events Financial Planner takes you step-by-step through the financial planning process by addressing the following topics, each with it's own section:

 

Net worth	Budget
Life insurance	Disability insurance
RESP	Risk tolerance
Retirement planning	RRIF
Estate planning

                       

Topics

Each topic has its own unique role in your financial plan, so it's important to complete each section in the order that it appears. If you feel that a certain topic does not apply to your situation, you can skip the section.

 

 

Why Register?

If you register your username and password, you can:

• Save your work and return to it as often as needed (within a 90 day time frame) to complete or update it.
• Have more than one plan. e.g. one for yourself and one for your spouse.
• If you send your Financial Plan to a Financial Planner using the Life Events Planner, your name will be contained on the Report and your email address will be contained in the email.

 

 

Take control and change your financial future:

By working through the nine sections of this financial planning exercise, you will gain an understanding of what it will take to control and change your financial future by determining the answers to three important questions about your financial situation:

 

Where you are now;

 

Where you need to be, and;

 

How you will get there.

 

 

Financial Plan

Once you've completed your plan, you will have a financial plan on paper. While that's a great start to taking control of your financial future, it will never become more than that until you decide to make it a plan of action. So when your plan is complete, you will have the option to e-mail it to your financial advisor for review.

 

Think seriously about this step - a financial professional is a great resource. They know the best products and strategies for your situation and can work with you to bring your plan to life!