Broker Check

Financial Position

  • Recently moved or considering a relocation
  • Considering the sale of a major asset like your home, business or other real estate
  • Changing jobs
  • Getting married or divorced
  • Adding to family through birth or adoption
  • Loss of a loved one
  • Receiving a gift or inheritance

Do you know how much money you earn from all sources, and how much you spend each month? Do you have enough money to cover your necessary expenses? Are you spending money that you should be saving?

A review of your financial position will give you a better understanding of where you are right now. Working with a financial planner will help you determine if you’re making the best choices when it comes to your balance sheet, cash flow and debt management, and may help you discover if you are achieving a balance between your current lifestyle and future expectations. Taking a look at all areas of your financial life and seeing how they fit together is the crucial first step in creating a plan for the rest of your life.