With the RRSP deadline just passed and tax time in full swing, it is a good time to think about your overall financial situation, more specifically get a Financial Physical. A financial physical is a one-stop way to find out if you are doing everything you can now to ensure that you reach your financial goals in the future. Just like your yearly medical check-up, you will come out with a clear picture of your financial health and the steps you can take to improve it. Topics covered in a financial physical include uncovering what are your financial goals – often they relate to life events (pay off mortgage, send child to university, buy a cottage, retirement) and performing an inventory of all your accounts (business and personal) – are you maximizing what you earn on these funds or investments?
Contact me to get you on track for a clean bill of wealth!