Financial Planning

What is Financial Planning?


Financial Planning is more than budgeting, saving, or having the perfect investment strategy. Financial
Planning is a process that sets you on a course toward achieving your personal goals, needs, and priorities through the proper management of your financial affairs.



Should you use Financial Planning?


Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life, and feel better able to indulge in their discretionary spending goals.


For more information please see the Financial Planning Standard Council website.