Some people don't seek help managing their money because of some stubborn myths about financial planning. Myths like, “Only rich people need financial planners” or “Good advice costs more than I can afford.”
There are likely dozens of items on your lifelong wish list. However, while you might be able to have anything your heart desires, you can’t have everything. And no matter what you’re yearning for, chances are there’s a financial component to achieving your dream.
Look—we know that when Canadians have a financial plan, they tell us they feel more confident, and they’re much more likely to reach their financial goals—and will even do so with less stress. So I recommend your first step is to look for a CFP professional as your financial planning partner to make your dreams a reality.
Investments may be one of the most focused-on parts of your financial plan, with much of that attention on monetary reward. But your investments can reach well beyond the bottom line – and even your own lifetime – if your financial plan is aligned with your personal values.