No two life journeys are alike, and your financial plan should be just as unique as you are. CFP® professionals and QAFP® professionals are committed to helping Canadians navigate all of life’s moments.
Financial planners can ensure you understand how your finances work, simplify your financial decisions, and help you feel more confident about reaching your goals.
Learn more: what is the financial planning process?
No matter which life goals matter most to you, the key to reaching them lies in intentional planning. Here are a few practical strategies to help:
Financial planners earn money in different ways, and the cost of their services can depend on what they do for you, how you plan to engage them, and where they may work. Are you looking for a one-time consultation or are you hoping for someone to help you manage and monitor your progress? Here are some ways you may pay a planner for their services:
The FP Canada Money & Milestones Survey
It’s important to know how your planner gets paid and how much their help costs. This lets you have a complete understanding of your working relationship. Your financial planning professional will explain how they are paid, helping you make smart choices and feel confident in your decisions.
Determining what you can afford in the present while safeguarding your long-term interests requires careful consideration.
Get actionable tips to help bring you closer to your life goals.
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