Setting Financial Priorities
Right now, most people are worried about inflation and rising costs.
In a recent article, CIBC offers five tips that financial services professionals can share with their clients.
This is to help you take a calmer view of your personal finances, as an advisor it's our job to work with you on your financial priorities and goals.
Write down your ambitions on paper.
Rank these goals in order of importance.
Plan a budget.
Priorities change.
Pursue your dreams.
This is all well and good, but the first step is to talk to your advisor.
If you have any questions, don't hesitate to contact me.
Patrick Joseph Financial Services
Telephone: (514) 984-7508
patrick@patrickjosephservicesfinanciers.com
Source CIBC