Sample Financial Plan
Important: The projections or other information generated by NaviPlan® version 11.0 regarding the likelihood of various
investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future
results. The projections utilize return data that do not include fees or operating expenses, are not available for
investment, and are shown for illustrative purposes only. If included, fees and other operating expenses would materially
reduce these projections. See the Disclaimers section at the beginning of this document for more information.
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Introduction
Why devel op a pla n?
By developing a financial plan, you an d your family:
• Will have a better understanding of your current financial situation.
• Determine attainable retir ement, educati on, insurance, and other financial goals.
• Review goals, funding strategies, and alternatives where goals have to be compromised.
• Have the necessary financial resources set aside to fund your goals as they occur.
• Reduce the effect of unexpected events, such as disability, premature death, etc.
Planning is a life-long journey.
For the planning process to evolve successfully, changing circumstances or lifestage requirements must be
factored in. Your Scotiabank advisor will want to know when personal or financial events occur, anticipated
or not, to clarify whether your goals are affected and if there are new decisions needed.
When do we revie w the pla n?
While simply having a plan in place will give you a better understanding of your financial situation, regularly
reviewed and updated, th e likelihood of achieving the desired results is gr eatly enhanced. Some of the
events for which you may need to review your strategies are: changes in your career status, marital
situation, and the well-being of your lo ved ones.
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Sample Financial Plan PDF
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