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Whether you’re the parent of a newborn or have children starting school for the first time, you’ve got a lot on the go. From the work you do to maintain your home and provide for your family, to the effort you make planning meals and activities for the kids, you do everything you can to make sure your family grows healthy, strong and happy.
Having a sound plan for your financial future is also an important part of ensuring your family’s well-being, and provides the confidence of knowing exactly how you will achieve your goals.
To step back and think through your goals for your family, you may want to consider some important questions. For example, will you need a bigger house in the future? Will you continue in your current career path, or make a move? Do you plan to travel with your family every few years? What other family needs do you anticipate arising in the coming years?
How RBC helps you plan
With everything you’ve got on your plate, setting aside the time to organize your family’s finances can be difficult. That’s why we’ve developed the new RBC Family Financial Kit™.
It helps you set priorities based on your family’s unique financial needs and goals — whether that means buying a second car, taking time off work to spend more time with your kids, or saving for their private school or post-secondary education. It then helps you find the best financial solutions to get you on the path to financial success.
Planning where you want to go
The RBC Family Financial Kit helps you do all this by taking a simple, two-step approach:
- Part I, the Guide, is full of tips that cover the full range of financial issues facing young families. You’ll learn how to simplify your finances, manage your cash flow more effectively, create more space for your growing family, protect your family’s future and plan for the unexpected.
- In Part II, an RBC advisor helps you identify your family’s priorities and evaluate options to help you achieve them. No two families are alike, and your RBC advisor will work with you to formulate a customized Action Plan that maps out the steps you need to take to create the future you want for your family.
For example, if sending your children to university is a high priority for you, your Action Plan may include setting up an RESP, along with a savings schedule that fits within your budget so that you can achieve that goal over time.
Steps towards a stronger future
The Family Financial Kit is an easy way to start making your dreams for your family a reality.
Ready to get started? You can download your free copy of the RBC Family Financial Kit or book an appointment at the RBC Family Financial Centre, or call us at 1-866-811-0715.
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