11.2.4 Build your financial plan

If you've made it this far, you've shown the interest and determination to get control of your finances. You can see that developing the plan is a matter of answering a series of questions about your life and making some decisions. Some questions will take a little thought. The more you put into working out your own financial plan, the more successful you will be. A well thought-out financial plan can help you achieve what's important to you.

Now complete a financial plan for yourself. You can download a PDF file to work or use the interactive section below and print your data, but you cannot save your information on this website.

If you don't have all the data you need, enter your best guess. Then gather more accurate information and update the plan.
If you need more information about how to fill in any section, refer to the modules suggested in the notes on each page of the plan.
If you need expert advice, go to the section of this module titled Financial professionals.

My financial plan

Step 1 - Personal data

It's helpful to have your personal data available and written out if you'll be talking to a financial professional about your plans.

Date of this plan:		Review plan on:
Name:
Address:
Phone:
Business phone:
Fax:
Email:
Birth date:
Social insurance number:
Employer:
Occupation:
Spouse's name:
Birth date:
Employer:
Occupation:
Number of dependents:
Ages:

Download the interactive PDF and add it to your Financial Toolkit [PDF - 213KB]

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Date modified:: 2019-03-01