Financial planning is much more than just budgeting, saving or having the perfect investment strategy. It’s a process which helps you in setting your course towards the achievement of your personal goals, needs and priorities. Financial planning doesn’t only provides you with the direction but it’s an integrated strategy to create a better financial future for you and your loved ones by properly managing your financial affairs.
People 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. Canadians with comprehensive plans report the feeling of being on track with their financial goals and retirement plans. They report an improvement in their ability to save, confidence in dealing with financial challenges in life and feel well equipped to indulge in their discretionary spending goals.
Financial Planning Week 2019 takes place from November 17 to 23, 2019.
In order to help you promote Financial Planning Week, we’ve put together social media kit including a social schedule, social media exclusive images and of course the awesome resources from FPSC.
Download your free kit.