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Financial planning is all about you. No matter your age or financial position, now is a good time to start getting your financial life in order.
Your money personality
Your financial readiness
Your six-step financial process
Your level of preparedness for retirement
Financial planning is a life-long process and a skill. Set reasonable expectations for yourself. Start slowly, accomplish one thing at a time and build a solid financial future, one step at a time.
Whether you want to start a financial plan, or are seeking information on specific topics, ProsperiGuide can help.
Sign up for a ProsperiGuide account, tell us what you are looking for and we’ll create an action plan, just for you:
My Action Plan: Prioritize your action plan items and track your progress
My Worksheets: Pre-selected tools for your planning needs
My Tax Tables: Your provincial or territorial income tax tables for making tax-related decisions
Alternatively, if you are only looking for a general overview today, go to Financial Plan-in-a-Box, a one-stop location for:
Creating a financial plan
Locating planning worksheets, checklists and calculators
Identifying planning gaps and action steps
Take a tour to see what a ProsperiGuide account can do for you: