Life Style Planning
Once you have your debt elimination and retirement plan in place it is time to think about what else you want out of life. Some people call it a Bucket List; I like to call it a Wish List. I often ask my clients to write down the twenty most important things in their life, the first seven or eight will be easy, but pushing to twenty will bring out your deeper wishes. If you have a partner, I encourage you do this separately and then compare lists.
It will be interesting to see what you come up with, and from there you can prioritize your list. Once your Wish List is established we can start to plan for it. Life isn’t only about saving for the future; it’s about living your dreams today. Contact me to get started.
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.
4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 t 416.964.0440
Privacy Policy / Client Complaint Information Form