Why do I need a financial plan?

For the same reason the wise traveller takes a map. A financial plan not only tells you where you are, but it can help you figure out where you are going and the best route to take to get there. It can point out the paved, eight-lane highways as well as the unpaved, gravel roads. It can help you prepare for pit stops and day trips, as well. It is your best tool for getting where you want to go.

I can do a financial plan by myself. Why do I need a financial planner?

You could do your own financial plan, of course, but the question is: is that a wise choice? Some people have the skills to arrange a vacation cruise. Others understand their own limitations and depend on professional travel agents to book the right ship, the right cabin and the right itinerary all at the best price.

Financial planners bring expertise to the table that untrained investors just don't have. Financial planners are experts at determining your goals as well as your risk levels and then putting a plan in place that gets you where you want to go in a way that meets your criteria. They can develop a plan that keeps you on track until you reach your destination.

Visit the Advocis Consumer Information section to find out how to choose a good financial planner.

What makes Antara Financial Group different?

Ours is one of only a few financial services firms in Eastern Ontario that is dedicated to helping women achieve their financial goals. We know the differences -- women tend to make less money but live longer, for example -- and those are considered when developing financial plans and priorities. Our goal is simple: we help women realize their dreams.

I really know nothing about finances. Can you help me?

At Antara Financial Group, we can help you learn as much as you want to know. Many of our clients trust us to make all but the most important decisions while others want to play a major role in developing and maintaining their portfolios. Our seminars, library of free-loan books, one-on-one coaching sessions -- all are designed to help you understand the world of finance and allow you to make wise decisions based on your own personal goals.

How much does it cost?

That depends. Some people want advice on a specific issue and will pay an hourly rate. Others, however, are interested in developing a lifelong partnership that begins with a solid financial plan and leads to a life of wealth-building and a secure retirement. While there are costs associated with that, in fact, that is an investment that will pay off for you many times over during the course of your life. We think it is money well spent and we believe you will, too.

Don't I also need a lawyer or an accountant or other specialized services?

You might. But rest assured that if you do, we have a network of professionals dedicated to helping you take hold of your financial dreams. We will make sure you are in good hands.