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Part 3 - Action Plan
An action agenda – a list of action items and steps that are designed to move you forward and to ensure you are on track to reach your short and long-term goals. To me, this is the most crucial piece. I would review my actions steps semi-annually and celebrate their completion.
As one of my mentors once told me “With all things financial sometimes a little something now is better than a lot more later” Don’t procrastinate!
All these suggestions require careful planning and consideration. You must review your own personal financial situation with a knowledgeable advisor you trust. My hope is that this gives you some ‘food’ for thought and some question to take to your advisor when working on your own plan.
Always speak to a qualified professional about your specific situation to ensure the plan you have is right for you.
Ontario residence if you’re interested in being on the list for private placements, please email me at [email protected]
As with any advice you should consult an advisor and see how these tips will fit into your overall financial plan! I would love to hear your feedback!
Jason A. DeJean,
CFP, PFP, EPC, CPCA
Investment Advisor I Financial Planner
101-5230 South Service Road, Burlington Ontario L7L 5K2
Office 905.333.4755 ext. 204