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When life changes, your needs change along with it. That is why it is important to plan for the future.
Do you have a plan for the future? Take a look at the following list of common life goals and check off whether or not you have a plan in place to meet those goals.
| Do you have a plan in place to... |
| Buy or build your home |
Make a major purchase (car, vacation etc.) |
| Provide for your children’s education |
Start or expand a business |
| Ensure income for retirement |
Increase your purchasing power |
| Protect your family from financial/life emergencies |
Minimize borrowing payments |
| Save more money |
Manage money better |
| Pay off mortgage/debt sooner |
Get convenient account access |
| Be a successful investor |
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If you answered “No” to one or more of the above, we can help! Scotiabank offers you a set of tools designed to help you figure out exactly where your money’s going, and how to get where you’d like to go.
Financial Analysis Worksheet (Where you stand today financially)
Simply put, your net worth is the difference between your assets (what you own) and your liabilities (what you owe). Our net worth calculator will help you perform a cash-flow analysis (how do you spend your money today) to help you determine how your spending habits impact your financial worth, and develop a net worth statement to get your plan started
Talk to a Scotiabank representative today about how our team of financial experts will help you clarify your goals by providing you with confidential support and advice to identify your short-term and long-term personal goals and work out a personalized Step One action plan to help you realize your dreams.
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