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Find Your Financial Goals

Do you know which financial goals will help you get there?

It’s not always easy to figure out. Many of us focus on the steps, like saving $10,000 for an emergency fund, but that’s just the means to an end. The real goal is what that money gives you: a sense of financial security.
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WHAT TO EXPECT

The 5-step process

 

Brainstorm Your Goals

Double Your Goals

Use These Categories as Inspiration

Use the Master List as Inspiration

Ranking Your Goals

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DETAILS

This 5-step process will help you dig deeper and uncover what truly matters to you. It’s designed to help you find your “why”, the motivation behind your goals, which can be a powerful driver in your financial journey. 

  • Format: PDF
  • Read Time: 20 minutes
  • Page Numbers: 7
  • Language: English
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Portfolio Management and brokerage services are offered by PWL Capital Inc., which is regulated by the Canadian Investment Regulatory Organization (CIRO), and is a member of the Canadian Investor Protection Fund (CIPF).
 
Financial planning and insurance products are offered by PWL Advisors Inc., and are regulated in Ontario by Financial Services Regulatory Authority of Ontario (FSRA) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.