Patricia LovettReid, CFP

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Smart Financial Planning for Todays Market
7
S
F
even teps
inancial
reedom
Patricia Lovett-Reid, CFP Senior Vice President,
TD Waterhouse
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The Seven Steps
Step 7 Build your team Step 6 Go
Beyond Step 5 Be disciplined Step 4
Learn more Step 3 Common mistakes Step 2
Get Realistic Step 1 Get Fit
3
Step 1
Get real Confront the facts
4
Step 2

• Set realistic short- and long-term goals

5
Step 3

• Change a losing game dont repeat the same
  mistakes

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Step 4

• Learn more, earn more

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Step 5

• Take a disciplined approach
• Change doesnt happen overnight

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Step 6

• Minimize taxes, maximize income
• Think after-tax returns

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Step 7

• Build YOUR high performance team

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Smart Financial Planning for Todays Market
7
S
F
even teps
inancial
reedom
Patricia Lovett-Reid, CFP Senior Vice President,
TD Waterhouse