Author Terry Pratchett once said: “If you do not know where you come from, then you don’t know where you are. And if you don’t know where you are, then you don’t know where you’re going. And if you don’t know where you’re going, you’re probably going wrong.” This quote applies perfectly to the financial planning process.
According to a survey from Northwestern Mutual, people who work with financial advisers are more likely to report happiness, confidence, and stability in their financial and personal lives,
We can often be heard describing our work with clients as helping people to define where they're at, determine where they want to go, and then showing them all the steps they need in order to get there. The result is peace of mind and a lot less stress about money.
Working with an adviser who is qualified to help you through the financial planning process will help you reach your goals more efficiently. If you're not already working with us, call us today at 204 822 6887 to arrange for your complimentary meeting to find out what the process looks like.