myGPS™ - your Goals, Priorities, Solutions
Have you ever wondered what your financial future looks like?
Most in the field of personal finance agree that financial planning is an essential part of keeping your finances on track. For many people, though, a full financial plan can be expensive, time-consuming to prepare, and generate complicated output not appropriate in all situations. Wouldn’t it be nice if there were a simpler way to get a holistic view of your changing wealth management needs and track progress towards meeting your future financial goals?
Introducing RBC Wealth Management’s myGPS™
myGPS™ offers a prioritized view of your financial goals and recommends solutions to help achieve your wealth management needs.
Goals: A wealth planning solution to identify and report on your goals
Priorities: An integrated approach that pulls everything financially important into one place, enabling you to define and prioritize your milestones
Solutions: An advice approach that helps identify opportunities and solutions on how to pursue those opportunities
myGPS™ isn’t a financial plan. Rather, it is a report on things you already know (for example, your income, the equity in your house, the current value of your investments, and your annual taxes and expenses) projected into the future based on a set of assumptions about what may happen in the future (for example, the expected average rate of inflation, your long term goals and how much you intend to spend in retirement).
Learn more about myGPS™ here.
