Investment Preparation

Step 2: Investment Goals

What do you want to achieve through investing? Do you want to buy a house in 10 years, a car in five years, save for your newborn's university education or put away enough money to travel the world when you retire? You need to determine how much money you are going to need to achieve your goals and how much risk you are willing to take to reach them.

Planning Worksheet

The CSA Investment Planning Worksheet can help you assess your financial needs and objectives and your risk tolerance. You may complete the worksheet on paper or complete the worksheet online. The online pdf version automatically calculates totals etc. and may be saved to your computer's hard drive for completion over a period of time or for later review.

Print Version   Online Version

To view some of the documents above you will require Adobe reader. It is available free by clicking on the image below.

Disclaimer

By accessing one of the links provided you will be leaving the York Financial Group's web site. York Financial Group is not responsible for the information contained on these web sites.