Gift of financial planning |
As the holiday season reaches full swing and many Canadians rush to finish their shopping, it’s easy to get caught up (or stressed out) in finding the perfect present.
For families looking for something meaningful, practical, and lasting, there’s a gift idea that won’t clutter anyone’s closet, doesn’t depend on fast-changing trends, and could genuinely improve someone’s life: the gift of financial planning.
Whether you celebrate Christmas, Hanukkah or another holiday, financial planning is a gift that protects your loved ones, reduces stress and helps people feel more confident about their future. You don’t need deep financial knowledge to help someone take the first step.
Here are simple, practical ways Canadians can give the gift of financial planning this year:
1. Offer to help build a basic household budget—For many Canadians, the idea of sitting down and building a budget feels intimidating. A thoughtful, no-cost gift is to spend an hour or two with a loved one who is intimidated to getting started, and helping them map out their income, bills, savings goals, and month-to-month spending.
You can download simple budgeting templates online or use the built-in tools available through many financial........