Financial Planning: Key Investment Basics to Help you Build a Financial Plan (Manulife Financial - Canada)
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Financial Planning

There are a few investment basics that can help you build a financial plan that takes you where you want to go.

#1 - RECOGNIZE THE IMPORTANCE OF FINANCIAL ADVICE
Working with a financial advisor can increase your returns. A 2001 survey from Financial Research Corp. found that investors who use financial advisors tend to experience slightly better returns than those who do not rely on professional advice.

What hurts Investors?
Most investors listen to their heart, and not their head. Investors tend to make financial decisions based on their emotions and then rationalize intellectually. A financial advisor can help you avoid this pitfall.
Understanding your financial needs is an important step to setting your future financial goals.

#2 - UNDERSTAND YOUR PERSONAL PROFILE AND NEEDS
First - Understand Your Financial Planning Needs
Our financial planning pyramid can help you understand which issues you should be focusing on.
Second - Understand Your Investor Profile
Consider your responses to a few key questions:
  1. How many different financial goals do you have?
  2. How long do you expect your money to be invested before you will need it?
  3. How do you feel about "risk"?
  4. What are your current financial obligations?
  5. What is your current financial situation?
• LEARN MORE ABOUT YOUR INVESTOR PROFILE NOW•
#3 - CONTACT A FINANCIAL ADVISOR
You can't get where you want to go without a map. Your Financial Advisor plays an important role in helping you build that map.

CONTACT A FINANCIAL ADVISOR NOW•



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