Your finances change as your life changes, be it marriage, a new job or a baby. Here are five major milestones an advisor can help you prepare for.
Congratulations! You’ve booked a meeting with an advisor – that’s a major first step in taking control of your financial future. You’re now about to move forward on a journey that, with some sound advice and a little bit of discipline, should move you closer to realizing your financial goals.
Planning for the future is exciting, but because nothing ever stays the same, you need to think big when you sit down with an advisor. That means considering what direction you want your life to go in over the long term, and preparing for any surprises that may pop up along the way (both welcome and not-so-welcome).
Just ask Sandra Schmidt, an advisor with Sun Life in Vancouver. She says, “Your finances change as your life changes, be it marriage, a new job or a baby. So you need to revisit your goals on a regular basis.”
To help you get started, here are five major milestones an advisor can help you prepare for: