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A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.

A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.

Why Do You Need a Financial Plan?

  • Worry less about money and gain control
  • Organize your finances
  • Prioritize your goals
  • Focus on the big picture
  • Save money to reach your goals

    What Does a Financial Plan Include?

    There are two main sides your financial plan should address: accumulation and protection.

     

    Accumulation

    • Cash management – savings and debt
    • Tax planning
    • Investments

    Protection

    • Insurance planning
    • Health insurance
    • Estate planning

      What’s the Financial Planning Process?

      Establish and define the financial planner-client relationship.

      • Gather information about current financial situation and goals including lifestyle goals
      • Analyze and evaluate current financial status
      • Develop and present strategies and solutions to achieve goals
      • Implement recommendations
      • Monitor and review recommendations. Adjust if necessary

      To learn more about how we can help you achieve your financial goals, please contact us.

      Your Financial Plan

      It can be hard to keep track of all your financial information. That’s why we’re introducing the concept of a Rockmoor Financial Plan Guidebook. A GuideBook is a modern approach to keeping all of your financial information, including your investment portfolios and action plans, in one place.

      With your own personalized GuideBook, you’ll have a consolidated summary of your entire financial life with step-by-step support at your fingertips. A GuideBook is key to keeping you informed, engage, and motivated about your financial future!

      As your stage of life and goals change, we’ll update your GuideBook to help you stay on track with your goals. 

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      Summarize your portfolio, properties and action plan.

      5 Retirement Mistakes You Need to Know Today

      Download this free guide to learn how to avoid these simple and potentially devastating mistakes Canadians make every day.

      Take the Next Step

      Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.