Have you devoted many years to building your business and are now dreaming of the day when you will retire? Here’s how an advisor can help you develop your plan.
Did you work hard to launch your business? Wondering when and how you can one day take your well-deserved retirement?
Julie Pouliot, Sun Life Financial advisor, met a businesswoman in her forties last summer. “This woman puts a lot of energy into developing her business but does not know when she can stop to enjoy life in retirement. She works hard generates a good income. But yet, she does not know what quality of life she will have in retirement. In reality, she had no financial plan. »
What is a financial plan? Why do you need it?
A financial plan is:
A list of things that are important to you right now
Your current needs and your significant projects in the short, medium and long term
What you want to have later
How you will use your money to achieve your goals
The first meeting with an advisor: here’s how to prepare for the conversation.
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By analyzing the Client’s data in-depth, Julie Pouliot could draw a more precise portrait of the situation. “Together, we created a plan that took into account his business, succession, his family, taxation. A GPS of sorts to know where she is going! »
Listen to Julie Pouliot tell how much this plan – and the follow-up planned for the years to come – reassured the Client.
Thinking about retirement? Talking to an advisor can help
(Please note: This video was shot before the COVID-19 pandemic. Most advisors are now offering virtual meetings with Clients.)
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