{"id":8579,"date":"2025-03-21T10:59:17","date_gmt":"2025-03-21T17:59:17","guid":{"rendered":"https:\/\/www.alitis.ca\/wealth-planning\/?p=8579"},"modified":"2025-03-21T10:59:17","modified_gmt":"2025-03-21T17:59:17","slug":"4-financial-planning-tips-to-keep-your-goals-on-track","status":"publish","type":"post","link":"https:\/\/www.alitis.ca\/wealth-planning\/insights\/4-financial-planning-tips-to-keep-your-goals-on-track\/","title":{"rendered":"4 Financial Planning Tips to Keep Your Goals on Track"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lkvsacej-89154c15bd1209367ae96d7863ed0320\">\n#top .av-special-heading.av-lkvsacej-89154c15bd1209367ae96d7863ed0320{\npadding-bottom:10px;\n}\nbody .av-special-heading.av-lkvsacej-89154c15bd1209367ae96d7863ed0320 .av-special-heading-tag .heading-char{\nfont-size:25px;\n}\n.av-special-heading.av-lkvsacej-89154c15bd1209367ae96d7863ed0320 .av-subheading{\nfont-size:15px;\n}\n<\/style>\n<div  class='av-special-heading av-lkvsacej-89154c15bd1209367ae96d7863ed0320 av-special-heading-h1 blockquote modern-quote  avia-builder-el-0  el_before_av_textblock  avia-builder-el-first '><h1 class='av-special-heading-tag '  itemprop=\"headline\"  >4 Financial Planning Tips to Keep Your Goals on Track<\/h1><div class='av-subheading av-subheading_below'><p>From reviewing estate documents to revisiting financial goals \u2013 set yourself up for a successful 2025!<\/p>\n<\/div><div class=\"special-heading-border\"><div class=\"special-heading-inner-border\"><\/div><\/div><\/div>\n<section  class='av_textblock_section av-lkvsy15b-ace10a05068026c097566250d97a0767 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8582 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Spring.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Spring.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Spring-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Spring-768x513.jpg 768w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Spring-705x470.jpg 705w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p><span data-contrast=\"auto\">With spring now upon us, it is a great time to start your 2025 financial planning to-do list. \u202f<\/span><span data-ccp-props=\"{\">\u00a0<\/span><\/p>\n<p>Proactive planning can help you make the most of your time and resources and\u00a0<a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-team\/shawn-fetter\/\"><span data-contrast=\"none\">Shawn Fetter, Certified Financial Planner<\/span><\/a><span data-ccp-props=\"{\"> has four practical tips to set you on the path to success.\u00a0<\/span><\/p>\n<\/div><\/section>\n<div  class='avia-testimonial-wrapper av-m8j2wzui-92fd6ffc173f5198d5193dfe0cfe0d2b avia-grid-testimonials avia-grid-2-testimonials avia_animate_when_almost_visible' >\n<section class=\"avia-testimonial-row\"><div class='avia-testimonial av-m8j2wyny-0feaf731fc74be02386b3942ac211b97 avia-testimonial-row-1 avia-first-testimonial flex_column no_margin av_one_half'><div class='avia-testimonial_inner'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia-testimonial-image'  itemprop=\"image\" ><img loading=\"lazy\" decoding=\"async\" width=\"180\" height=\"180\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU.jpg\" class=\"attachment-square size-square\" alt=\"Shawn Fetter\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU.jpg 500w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU-300x300.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2022\/11\/Shawn-Fetter-CIM-CFP-CLU-80x80.jpg 80w\" sizes=\"auto, (max-width: 180px) 100vw, 180px\" \/><\/div><div class='avia-testimonial-content '><div class='avia-testimonial-markup-entry-content'  itemprop=\"text\" ><p><span class=\"TextRun SCXW2441414 BCX8\" lang=\"EN-CA\" xml:lang=\"EN-CA\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW2441414 BCX8\">\u201cAchieving your financial goals requires both patience and commitment. Starting the new year off right by ensuring you and your family are prepared for whatever 2025 may bring is key. Reviewing your estate documents and reassessing your financial goals are simple yet effective ways to begin the year with confidence and set yourself up for success.\u201d<\/span><\/span><span class=\"EOP SCXW2441414 BCX8\" data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<\/div><\/div><div class=\"avia-testimonial-meta\"><div class=\"avia-testimonial-arrow-wrap\"><div class=\"avia-arrow\"><\/div><\/div><div class='avia-testimonial-meta-mini'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><strong  class='avia-testimonial-name'  itemprop=\"name\" >Shawn Fetter, CIM\u00ae, CFP\u00ae, CLU\u00ae<\/strong><span  class='avia-testimonial-subtitle '  itemprop=\"jobTitle\" >Certified Financial Planner<\/span><\/div><\/div><\/div><\/div>\n<\/section><\/div>\n<section  class='av_textblock_section av-m8j30z41-26d5a3afa450b05f334c8ad8324db225 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>1. Review and update your will, power of attorney, and representation agreement<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8583 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Meeting.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Meeting.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Meeting-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Meeting-768x513.jpg 768w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Meeting-705x470.jpg 705w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p>Life changes, and so should your estate documents. Whether you\u2019ve experienced a major life event or simply haven\u2019t revisited these critical documents in a while, the end of the year is a great time to ensure your wishes are current and clearly documented.<\/p>\n<p><span data-contrast=\"auto\">\u201cAs life evolves, it\u2019s crucial to make sure your estate plan reflects your current situation and priorities,\u201d Fetter says. \u201cAn up-to-date will and supporting documents not only provide clarity but also reduce stress for your loved ones.\u201d<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2>2. Double-check your beneficiaries<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8584 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Check-Beneficiaries.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Check-Beneficiaries.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Check-Beneficiaries-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Check-Beneficiaries-768x513.jpg 768w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Check-Beneficiaries-705x470.jpg 705w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p>Beneficiary designations on accounts like RRSPs, TFSAs, and life insurance policies override what\u2019s stated in your will, so it\u2019s vital to ensure these align with your current intentions. Take the opportunity to review your designations to ensure they reflect any recent changes in your family or financial situation.<\/p>\n<h2>3. Maximize your annual contributions<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8580 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/TFSA.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/TFSA.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/TFSA-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/TFSA-768x513.jpg 768w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/TFSA-705x470.jpg 705w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p>If you haven\u2019t already, make your annual contributions to tax-advantaged accounts like TFSAs or\u00a0<a href=\"https:\/\/www.alitis.ca\/insights\/first-home-savings-account\/\">First Home Savings Accounts (FHSA)<\/a>. These accounts offer excellent opportunities to grow your savings tax-free and take meaningful steps toward your long-term financial goals.<\/p>\n<p><span data-contrast=\"auto\">\u201cFor 2025, the contribution limit for a TFSA is $7,000, and the FHSA has an annual contribution limit of $8,000, with a lifetime contribution limit of $40,000,\u201d Fetter explains. \u201cContributing early in the year gives your investments more time to grow, and with these accounts, the sooner you start, the greater the potential benefits over time.\u201d<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<h2>4. Review your financial goals<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8581 alignnone\" src=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Goals.jpg\" alt=\"\" width=\"965\" height=\"644\" srcset=\"https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Goals.jpg 965w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Goals-300x200.jpg 300w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Goals-768x513.jpg 768w, https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2025\/03\/Goals-705x470.jpg 705w\" sizes=\"auto, (max-width: 965px) 100vw, 965px\" \/><\/p>\n<p><span data-contrast=\"auto\">Take a moment to revisit your\u00a0long-term financial objectives. Are you on track to meet key milestones, such as retirement or buying a home? Adjusting your financial plan to reflect any changes in your circumstances or priorities can help ensure 2025 is a year of progress and achievement.<\/span><span data-ccp-props=\"{}\">\u00a0<\/span><\/p>\n<\/div><\/section>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-y9g4-6b95ee6d4e512a86b67f37879c4317ea\">\n#top .hr.hr-invisible.av-y9g4-6b95ee6d4e512a86b67f37879c4317ea{\nheight:25px;\n}\n<\/style>\n<div  class='hr av-y9g4-6b95ee6d4e512a86b67f37879c4317ea hr-invisible  avia-builder-el-4  el_after_av_textblock  el_before_av_textblock '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<section  class='av_textblock_section av-lohlrynn-adee4f1679130fe2f9b688c9b9457fab '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Contact Us<\/h2>\n<p><span class=\"TextRun SCXW18886405 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW18886405 BCX8\">Schedule a no-obligation, complimentary meeting <\/span><\/span><span class=\"TextRun SCXW18886405 BCX8\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW18886405 BCX8\">today. Alitis Wealth Planning is a related company to Alitis Investment Counsel. If you have questions please call 250-287-4933 or email info@alitis.ca. Find them in Campbell River at 101-909 Island Highway, the Comox Valley at 103-695 Aspen Rd., in Victoria at 1480 Fort St., or online at alitis.ca\/wealth-planning.\u00a0<\/span><\/span><\/p>\n<\/div><\/section>\n<div  class='avia-button-wrap av-lohlsi0h-c0c87bc5936809a7e8ea18be2a45d1a5-wrap avia-button-left  avia-builder-el-6  el_after_av_textblock  el_before_av_hr '><a href='https:\/\/www.alitis.ca\/wealth-planning\/contact-us\/'  class='avia-button av-lohlsi0h-c0c87bc5936809a7e8ea18be2a45d1a5 av-link-btn avia-icon_select-no avia-size-small avia-position-left avia-color-theme-color'   aria-label=\"Contact Us\"><span class='avia_iconbox_title' >Contact Us<\/span><\/a><\/div>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d\">\n#top .hr.hr-invisible.av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d{\nheight:25px;\n}\n<\/style>\n<div  class='hr av-av_hr-fd783b0f3d6c752c1e2bf41bd0d2708d hr-invisible  avia-builder-el-7  el_after_av_button  el_before_av_icon_box '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div>\n<article  class='iconbox iconbox_left av-lnncnh19-fad92c6f312c2f92d6ccfb9de37749b6  avia-builder-el-8  el_after_av_hr  avia-builder-el-last '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class=\"iconbox_content\"><header class=\"entry-content-header\" aria-label=\"Icon: \"><div class='iconbox_icon heading-color avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue84e' data-av_iconfont='entypo-fontello'  ><\/div><\/header><div class='iconbox_content_container '  itemprop=\"text\" ><h6><a href=\"https:\/\/www.alitis.ca\/wealth-planning\/disclaimer\/\"><strong><em>Disclaimers and Disclosures<\/em><\/strong><\/a><\/h6>\n<\/div><\/div><footer class=\"entry-footer\"><\/footer><\/article>\n","protected":false},"excerpt":{"rendered":"<p>Proactive planning can help you make the most of your time and resources. Here are four practical tips to set you on the path to success.\u00a0<\/p>\n","protected":false},"author":2,"featured_media":8581,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59],"tags":[],"class_list":["post-8579","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-insights"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>4 Financial Planning Tips to Keep Your Goals on Track | Alitis Wealth Planning<\/title>\n<meta name=\"description\" content=\"Proactive planning can help you make the most of your time and resources. 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