Know Your Goals

Setting your personal investment goals

Having a financial plan can help you get where you want to be. Before you begin to invest, take some time to set out your investment goals. A good place to start is by reading Investing Basics (PDF).

Complete the Investment Planning Worksheet (PDF) to figure out where you are now financially and how to find the money to put toward your goals.

Your financial plan should take into account any current investments, your knowledge of financial markets, your tolerance for risk, how much you plan to invest and your overall investment objectives.

You may want to complete the worksheet and financial plan with the help of one or more qualified professional advisers, such as a lawyer, accountant or registered financial adviser. To learn more, read Working with a financial adviser (PDF).