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Every individual, every family – each of us needs to know from a financial perspective where we are now and where we would like to go.

ARE WE THERE YET?

Having a formal financial plan allows us to check from time to time

• just how well we are doing financially.
• whether we are keeping on track.
• if we can avoid getting lost.

WHAT WILL WE SEE ON THE TRIP?

There will be lots of adventures for your family along the way. You (including your kids on this hypothetical journey) want to know how and when you will arrive at those destinations.

MY FAMILY VACATION TRIP

When will we have lunch?
Where will we stay tonight?
Can we go to Disneyland?
Look out! Radar speed traps!
Can we take the toll highway?
Oh oh! The engine is overheating!
Where’s the auto club membership?
Look! The Rockies!
There’s Grandma’s house!

MY FINANCIAL TRIP THROUGH LIFE

When will the student loans be repaid?
What is my earnings potential?
Should we rent or buy a home?
Canada Revenue just called!
Can we fund the kids’ educations?
What’s this pink slip for?
What insurance do we need?
I can get early retirement!
Nice place in Florida!

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