Preparing a Written Action Plan
When you take the time to do an assessment of your current financial situation and establish real and workable strategies, it pays to write them down.
Your financial advisor will you to prepare a written plan, based on all the information you have provided, and at no cost to you.
Your planning document will be a step-by-step written action plan that will be:
- Useful in organizing your financial planning efforts.
- Reviewed periodically to measure success.
- Used to consider adjustments that may be needed.
Having a written plan may provide you with the added motivation you need to stay the course and see your plan through until all your goals have been met.
Implementing Your Action Plan
Sometimes acting on your plan may take some guidance to make sure you don’t get sidetracked.
Your Scotiabank financial advisor has the experience to assist you in putting your plan into action and guide you through any rough spots.
Count on your financial advisor to:
- Help you understand what's required to succeed.
- Discuss upfront any concerns you may have about strategies and actions recommended.
- Take as much of the necessary paperwork out of your hands as possible, and show you how to proceed in the simplest possible fashion.
- Review your success, encourage continued implementation and retrace areas of your plan that may require adjustments.
With Scotiabank, we want you to always remember that you're not alone.
Here's how to put your financial information to work:
- Come into your nearest Scotiabank branch and talk to an advisor about tailoring a plan that's right for you.
- OR call 1-800-4SCOTIA (1-800-472-6842).
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