life STAGES
Pay off debts, student loans, credit cards
Establish an emergency fund
Start a Budget (Download our app!)
Pay yourself first: start a regular savings plan
Down payment for a home
Save for large purchases: such as car
Start saving for your retirement
Review your benefits from work including your health and disability benefits.
Paying off mortgages
Establish an emergency fund
Staying on Budget (Download our app!)
Make a spending plan-short, medium and long term
Saving for children’s education
Saving for retirement
Taking care of the “What-ifs?”
Disability
Critical Illness
Premature Death
Make a will
Paying off mortgage
Reduce all debts
Saving for retirement
Staying on budget (Download our app!)
Reducing income tax
Taking care of the “What-ifs?”
Disability
Critical Illness
Premature Death
Make a will
Consider powers of attorneys
Almost done paying mortgage
Little to no debt
Retirement savings is top priority
Staying on budget
Reducing income tax
Taking care of the “What-ifs?”
Critical Illness
Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
Mortgage is paid off
Little to no debt
Review pension arrangements
Staying on budget (Download our app!)
Living off savings
Reducing income tax
Taking care of the “What-ifs?”
Long Term Care
Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
Estate Planning
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