What's Life Goals Got To Do With It? Here’s how to work towards your dreams!

What’s Life Goals got to do with it? The most important part of building your life goal plans is knowing what your dreams and desires are. Some things to consider are: what you are most worried about and what you would like to work towards. Here’s how to work towards your dreams. Let’s create a purpose for what you’re doing now so you can reach the life you’d like to live.

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Here are some common life goals that our clients are working towards.

1. Retirement. Everyone needs a retirement plan.

2. Legacy Planning. Many clients are working towards something to share with the next generation.

3. A Protection and Insurance Plan allows you to plan today for tomorrow.

4. Personal and Family Life. How are you spending your time in the now? How do you spend your time and budget for your vacations? Having a budget for day to day and year to year living is very important.

5. Financial Health now and in the future.

6. Real Estate. Where you live, where you enjoy spending time, and from an investment perspective.

7. Work Life and Entrepreneurship. Balancing work and life and how that changes through your life.

8. Lifestyle Plan. We want to talk about how you can implement changes that allow you to live your dream lifestyle now. Are you on track to reaching your goal?

Major events can always impact your life goal plans, and we want to make sure we are reviewing your plans on a regular basis. Talk with your wealth advisor about all the things that are important to you and let us help you get to your big checkmarks. That’s what life goals have got to do with it!

This channel is dedicated to learning about money, and helping you feel comfortable talking about it. Our “What's Blank Got to Do With It™?” videos fill in the blanks, answering common questions about wealth management. We want to use our knowledge as financial advisors and wealth managers to help you decipher industry language, and contribute to the momentum that’s building to make financial literacy a life-long journey. At iii Global Wealth, we want to ensure that understanding core financial literacy concepts has never been easier.

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About iii Global Wealth:
iii Global Wealth is committed to the highest level of professional education, and holds some of the most distinguished designations in the industry. As proud members of the National Bank Financial’s Wealth Management Team, we draw on more than a century of know-how and are backed by one of Canada's largest financial organizations. We have both the expertise and the resources to help our clients build and manage the assets they need to reach their goals. We also have a full suite of complementary financial products and services in order to meet a diversity of financial needs. Learn more: https://www.nbfwm.ca/advisor/iii-global-wealth.html

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About Laurel Marie Hickey
CFP®, CIM®, FCSI® Wealth Advisor, Portfolio Manager
Laurel has over 30 years experience as a financial advisor, and has focused her wealth management skills over the years by obtaining her PM Portfolio Manager designation. She works very closely with clients across Canada, involving and engaging them in portfolio model solutions so that they can reach their goals and live an inspired life. Laurel currently acts as a Portfolio Manager with iii Global Wealth and National Bank Financial.

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NOTE: National Bank Financial - Wealth Management (NBFWM) is a division of National Bank Financial Inc. (NBF), as well as a trademark owned by National Bank of Canada (NBC) that is used under license by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF), and is a wholly-owned subsidiary of NBC, a public company listed on the Toronto Stock Exchange (TSX: NA). The particulars contained herein were obtained from sources we believe to be reliable but are not guaranteed by us and may be incomplete. The information contained herein has been prepared by Laurel Marie Hickey and Garth Bluekens, Portfolio Managers at NBF. The opinions expressed do not necessarily reflect those of NBF. The opinions, endorsements and recommendations expressed in my profile do not necessarily reflect those of National Bank Financial. This site and electronic communications will be monitored by National Bank Financial for compliance purposes.

"What’s blank got to do with it?” is a trademark of Laurel Marie Hickey, used under license.

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This video was edited by Empress Avenue Media, helping you tell your story through the power of new media. https://www.empressave.com/