Forest Financial Planning
115 Bank Street, Unit 23B K1P 5N5 Downtown Ottawa, ON, Canada

One of the first steps in financial planning is setting goals. When writing down your goals you should remember the SMART acronym: Specific: What are you looking to achieve? Who will be involved in helping you achieve this goals? Measurable: How much money will you need to achieve this goal? How will you measure your progress?... Achievable: Do you have the right resources to make it happen? What lifestyle changes will you make to achieve your goal? Relevant: Why is this goal important to you? Is it the right time to focus on this goal? Does achieving this goal help you reach the lifestyle that you desire? Timely: When do you want to reach this goal? What can you do in the short, medium and long-term to achieve this goal? What can you do today? Don't just set goals, set SMART goals! #financialplanning #money #goals #motivation #financialadvice #financialliteracymonth #fianncialfreedom #ottawa #Canada #ottawacanada

November 2020 marks the 10th anniversary of financial literacy month in Canada! To celebrate and contribute to financial literacy month, we plan to cover one to two financial planning topics per week on LinkedIn and Facebook. Please feel free to share what topics you would like to learn about in the comments! #financialplanning #retirement #retirementplanning #financialwellness #financialliteracy #financial #strategy #personalfinance #wealthmanagement #ottawa #canada... At Forest Financial Planning, we put an emphasis on financial literacy when working with our clients to ensure that they understand their investment options and are ready, confident and comfortable with the implementation their tailored financial plan. We do all this for an hourly fee! https://forestfinancialplanning.ca/#contactus

Couples should work together when #investing for their #financialfuture. It is important to consider your combined tolerance to risk and goals to create an appropriate #investment plan. #ottawa #canada #investingstrategy # #financialplanning #wealthmanagement #retirement #retirementplanning #financialwellness https://financialpost.com//the-reason-why-investing-should

For RRIF owners: If you do not need your full RRIF withdrawal to fund your living expenses, you should consider taking advantage of the reduced minimum withdrawal which has been offered by our federal government during these challenging times. You can save on income taxes and keep more funds in your RRIF account growing tax-free. #retirement #financialplanning #retirementplanning #taxes https://www.canada.ca//economic-statement-measure-annuitan

At Forest Financial Planning, our goal is to empower you with the knowledge to implement your tailored financial plan with confidence. Throughout your experience with Forest Financial Planning, we will always put a focus on financial education to help you stay on track of your goals.

At Forest Financial Planning, our compensation is as transparent as can be. Our only source of revenue is based on the hours we spend on your financial plan. Before we begin working with you we will provide a firm quote for your project and only bill according to our contract. Our conversations with you are not spent trying to sell products or attract more assets, but rather spent educating and giving advice according to your specific goals, financial situation and risk tolerance. We are compensated for the time we spend on your financial well-being. That’s it! Check out our website for more information, and to get in contact with us! #finance #financialhelp #financialplanning #financialadvisor #feeonly