Your Progress

Understanding your financial situation can be difficult. With just a few questions you can calculate your current financial position and identify your top priorities. Research shows that people who have documented financial goals and work with a financial professional are:

• Confident in achieving financial goals and handling unexpected changes.
• More likely to feel on track with financial affairs.
• Successful at sticking to financial strategies.
• More likely to have higher levels of emotional, financial and overall contentment.

Ross Sexsmith, CFP, CLU, CHS   Phone : (250) 262 7106 Address : #205 10422 Alaska Rd, Fort St John, V1J 1B3

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