11.2.6 Summary of key messages

From: Financial Consumer Agency of Canada

  • A good financial plan is the start to managing your money to achieve your goals.
  • A financial plan starts with accurate information about what you own, what you owe, what you make and what you spend, insurance, income taxes and estate planning.
  • A well organized planning tool makes it easier to develop your plan and keep it up-to-date.
  • A financial plan is a living document—it changes as your personal circumstances and your goals change, so you have to monitor and update it regularly.

At the end of the module, you will find an Action plan. This is a tool that you can use to track your progress and take the next steps to manage your financial planning successfully in the future. Use the action plan as a roadmap for financial action!

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