Five Meeting Musts

No matter what your financial goals are, a meeting with a financial advisor can help to set these goals in motion and allow you to achieve what matters must. Sometimes, this first meeting can feel overwhelming and to help you, we’ve outlined five key things you can do to prepare.
1. Consider your current finances
2. Know your Financial Health Score
3. Gather what you’ll need
4. Ask questions
During your meeting, ask the questions that will help you grasp the full scope of your current finances. Common questions are:
- How can improve my financial health?
- What is the most important part of reducing debt or saving money?
- Am I on-track with my retirement savings?
- Is my portfolio diversified enough to meet my financial goals?
- What’s missing from my financial plan?
5. Build a plan that you’re comfortable with
Now with a firm grasp on your current finances and your future goals in mind, your financial advisor will work with you to create a plan to help you achieve those goals. This could include finding ways to save, such as through a Tax-Free Savings Account (TFSA), a Guaranteed Investment Certificate (GIC), or a Registered Retirement Savings Plan (RRSP). Whatever is considered, it will be what best suits your needs, income and retirement plans.
Overall, remember that a financial plan is the key that enables you to take charge of your finances. With a plan in place, you’ll have the tools you need to decide what will happen with your hard-earned money, and when. To schedule your meeting with a CUA financial advisor, click here, or contact us at (902) 492.6500 or info@cua.com .
Revised Jul. 23, 2021