4 steps to creating your investment plan

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4 STEPS TO CREATING YOUR INVESTMENT PLAN
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INTRODUCTION
Whether youre planning for retirement or want to
accomplish short term goals, its critical to
choose the right investment plan that suits your
needs and your investor profile. Here are 4
valuable tips to creating a sound investment
plan
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Set Realistic Goals
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Financial circumstances and goals vary from
person to person. However, you should set
realistic targets to adequately meet your future
needs. Consult a financial planner to identify
the right investment vehicles.
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Calculate How Much Your Need To Save
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If youre planning to save for retirement, the
first step is to determine how much money you
would need to have a financially stable
retirement. A professional financial advisor can
help you plan for retirement.
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Choose Your Investment Strategy
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It may be appropriate to choose a low-risk,
conservative investment plan to meet short-term
goals. On the other hand, a more aggressive
investment plan can help you achieve long-term
goals.
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Prepare Investment Policy Statement
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• Your investment policy statement should include
  the following
• Return expectations and time horizon
• Risk tolerance
• How accessible your money needs to be
• Your goals and objectives
• How your portfolio should be monitored
• Your investment strategies

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Conclusion
Choose your asset mix carefully. Dont forget to
track your progress after implementing your
investment plan. Consulting a competent
financial planner will help you effectively plan
for the future. For comprehensive financial
planning in Edmonton, contact Kewcorp Financial!
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OUR SERVICES
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OUR TEAM
Jim Kew Financial Planner
Scott Kew Financial Planner
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780-449-6292 Jim.kew_at_kewcorp.ca Scott_at_kewcorp.ca
CONTACT US
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