Archive for category: Charity

Financial Goals for 2017

January 1, 2017/in Blog, Charity, Debt, Investment, Life Insurance, Non-Registered Investments, Retirement, Savings /by admin

With the new year starting, here are money goals that can be attained in 2017. We’ve put together 13 goals to achieve.

About Clear Path Financial Planning

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision. It always surprises us to learn that so many individuals are removed from their planning and rely on their advisers to recommend the best course of action. This tends to be the result of a lack of understanding of the proposed concept/situation on the part of the client or their financial team not spending time to ensure the client fully understands and appreciates the possible benefits/disadvantages of each proposal.

Financial Goals for 2017

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