Your Fees

Fact 6 – Preparation is the key to laying the foundation for your financial road map

When we first meet, a ClearDay Financial coach’s initial objective is simply to get to know you – your concerns, your investment personality and your goals.

Early on, you will be asked to provide a number of personal financial documents for the coach’s review including the following:

 

• Two recent paycheque stubs for you and your spouse if you’re married.
• Bank chequing, savings or money market account statements.
• Your pension booklet and RSP statements.
• Any investment account statements – from mutual funds, annuities, stocks, bonds and investment properties.
• Any insurance policies including life, disability and long-term care insurance.
• Tax statements from the previous two years.
• Credit cards and loan statements.
• Your home’s value, mortgage balance, monthly payment and interest rate.
• Any Wills or trusts made by you or your spouse.
• If you own a business, its balance sheets, profit and loss statement, benefits and retirement plans.
• Any business agreements entered into including buy-sell agreements, deferred compensation plans, stock options or bonus plans, and salary continuation plans.

Communication is an absolute essential – the more you share with us, the better your action plan.

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