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4 steps to creating your investment plan

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Plant shutdowns can happen for a variety of reasons from planned and unplanned to strategic and unexpected. No matter the reason, it’s critical to have a sound plant shutdown management plan in place. – PowerPoint PPT presentation

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Title: 4 steps to creating your investment plan


1
4 STEPS TO CREATING YOUR INVESTMENT PLAN
2
INTRODUCTION
Whether youre planning for retirement or want to
accomplish short term goals, its critical to
choose the right investment plan that suits your
needs and your investor profile. Here are 4
valuable tips to creating a sound investment
plan
3
Set Realistic Goals
01
Financial circumstances and goals vary from
person to person. However, you should set
realistic targets to adequately meet your future
needs. Consult a financial planner to identify
the right investment vehicles.
4
Calculate How Much Your Need To Save
02
If youre planning to save for retirement, the
first step is to determine how much money you
would need to have a financially stable
retirement. A professional financial advisor can
help you plan for retirement.
5
Choose Your Investment Strategy
03
It may be appropriate to choose a low-risk,
conservative investment plan to meet short-term
goals. On the other hand, a more aggressive
investment plan can help you achieve long-term
goals.
6
Prepare Investment Policy Statement
04
  • Your investment policy statement should include
    the following
  • Return expectations and time horizon
  • Risk tolerance
  • How accessible your money needs to be
  • Your goals and objectives
  • How your portfolio should be monitored
  • Your investment strategies

7
Conclusion
Choose your asset mix carefully. Dont forget to
track your progress after implementing your
investment plan. Consulting a competent
financial planner will help you effectively plan
for the future. For comprehensive financial
planning in Edmonton, contact Kewcorp Financial!
8
(No Transcript)
9
OUR SERVICES
10
OUR TEAM
Jim Kew Financial Planner
Scott Kew Financial Planner
11
780-449-6292 Jim.kew_at_kewcorp.ca Scott_at_kewcorp.ca
CONTACT US
12
THANK YOU! www.kewcorp.ca
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