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How to Prepare for an FNA Call
In this episode, we break down exactly what you need to prepare for a Financial Needs Analysis - whether you're working with Chris or just want to get your financial house in order on your own.
The 7 Essential Items You Need:
Monthly Spending
Pull 3 months of bank and credit card statements. Print them out and lay them side by side with a highlighter - you'll be amazed at what you discover about subscription services and spending patterns.
Investment Statements
RSPs, TFSAs, RESPs, pensions, LIRAs - gather everything. These are your money makers and your ticket to retirement.
Liabilities…
The skinny
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