Plan Your Financial Success
Research shows there is a positive correlation between financial security and the amount of planning that goes into it. Regardless of your personal circumstances, a financial plan provides you the best opportunity to realize reasonable life goals.
Weigh House’s PlanCHECK™ financial planning service explores a wide range of opportunities and challenges related to your financial life:
- Career transitions
- The purchase of a home or recreational property
- Financing your children’s education
- Hobbies and leisure pursuits
- Charitable interests and desire to provide for future generations
- Tax planning
- Insurance requirements, and
- The retirement lifestyle you envision for yourself.
Available in both basic and comprehensive formats, PlanCHECK™ provides meaningful guidance to all investors.
Basic Financial Plan
Suitable for most investors, Basic PlanCHECK™ projects your cash flows and net worth through your retirement. It identifies key decisions and actions that will affect your financial future, and determines the rate of investment returns required for you to realize important financial goals.
Comprehensive Financial Plan
A Comprehensive PlanCHECK™ provides in-depth analysis and recommendations on a broader range of complex issues. It employs sensitivity analysis to forecast your financial future under different ‘what if’ scenarios.
Both financial planning services will point you in the right direction.
Projected Cash Flow
Preparing for your future is always easier when you plan ahead. Every investor should have a financial plan to guide them. PlanCHECK™ helps you understand what your cash position will be when you need to make significant expenditures.
Projected Net Worth
Just as officials keep score during a hockey game, a net worth statement keeps score of your assets. This useful tool illustrates how your finances will look if you stick to your plan – and that’s no game.
Retirement Capital Needs
Everyone deserves a comfortable retirement. This can be achieved in part by ensuring your retirement income will be sufficient for your lifestyle objectives. PlanCHECK™ illustrates your projected income and expenses in your retirement years.
Benefits of a Financial Plan
A good financial plan is a living document that should be updated when personal goals or economic conditions change, or when past assumptions are rendered invalid. Key benefits to a Weigh House Financial Plan include:
- Presents a clear picture of your assets, liabilities, income and expenses
- Forecasts your financial future under different ‘what if’ scenarios
- Enables you to ‘live within your means’ while pursuing your lifestyle objectives
- Establishes a framework for making sound investment decisions
- Determines the rate of investment returns required to meet your goals
- Identifies potential income shortages and suggests proactive strategies to address them
- Allays concerns related to financial security and outliving your resources in retirement
PlanCHECK™ is not a tool to promote the sale of investment or insurance products. We focus solely on your personal financial goals.
