5 steps for making a solid financial plan for your family

Most families would list financial stability as one of their key priorities. A stable financial situation is not something that

happens accidentally. It requires planning. Please see this recent article courtesy of Fidelity with five steps for making a

solid financial plan.

Please contact our office should you wish to update your financial plan or review your portfolio.

David Wyatt, BA, B.Comm, CFP, Senior Investment Advisor, Manulife Securities Incorporated

Elaine Kelly, MBA CFP, FCSI, Senior Investment Advisor, Manulife Securities Incorporated

Katlin Wyatt, BA, Investment Advisor, Manulife Securities Incorporated

Diana Kancko, Executive Assistant, Manulife Securities Incorporated

Terry Wyatt, Executive Assistant, Manulife Securities Incorporated