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4. Develop A Plan:
You’ve made the commitment,
now you need to develop the
strategies to make that goal happen. Strategies may require
the help of an expert but
some may not.
5. Implement the Plan:
Setting the plan in motion will hopefully automate the process. Perhaps it’s setting up automatic payments to a visa card, maybe reviewing your work pensions along with potential CPP and OAS payments to develop a savings strategy. Setting up an appointment with a lawyer to
review your current will and power of attorney to make sure its still effective. Whatever it is, this is where the rubber meets the road. This is the doing part. Just do it!
6. Monitor the Plan and Celebrate Your Successes:
Set up a time to review the plan and see where you. I suggest putting the time in your calendar while you’re setting up the plan. Monitoring ensures you are on track. When you achieve certain milestones, celebrate!