Friday, August 1, 2014

A Financial Plan is Like a Good GPS System

Peter Andreana, CFP with Continuum II Inc. in Burlington, Ontario, uses the analysis of the GPS system in your car to explain how the financial planning process is quite similar: you need to know where you are starting from and where you want to go before you start driving.

Most importantly, if you have a great map, you can be confident that you will get to your destination.


Hear more of Peter's insights in this short video.


No comments:

Post a Comment