Financial Planning
A financial plan is a process that helps determine where you are financially today and what you want for your financial future. It is a roadmap of what you need to do to achieve all of your financial goals and objectives. It is designed to help you make more informed decisions about what you spend, save or invest.
A financial plan is a custom-tailored strategy that takes into account your income, assets, liabilities as well as your values, dreams, wants and needs. A financial plan can help you:
- Make informed financial decisions
- Budget
- Minimize the taxes you pay
- Strategize your investment portfolio
- Plan for your retirement
- Plan for specific expenditures
- Transfer the assets of your estate to your heirs in the most efficient and tax effective way

It is important to understand that a financial plan does not stay current. It will become outdated with changes in your goals and objectives, tax laws and other personal economic circumstances. Everyone can benefit from having a financial plan and it is not just for those that have a lot of money to invest.
It is always advisable to work with a Certified Financial Planner to ensure that your financial plan remains current and in line with your priorities, objectives and goals.
Contact Us
Karen Mason is a Certified Financial Planner, a Chartered Life Underwriter and a Certified Health Insurance Specialist. She has been involved in Financial Services since 1983. Her background includes management roles such as trainer of financial advisors and development manager. She has worked extensively in the fields of tax and estate planning, retirement planning, business succession planning, farm transfer planning, charitable giving, life, disability, critical illness and long term care insurance.
Mason Financial
5715 Sooke Road
Sooke, BC, V9Z 0C4
Phone: 250-642-0776
Toll Free: 1-866-888-0557
Email: [email protected]
Web: MasonFinancial.net
Serving the communities of:
Sooke, Langford, Colwood, Metchosin, Victoria, Oak Bay, Royal Oak, Sidney, Brentwood Bay, Vancouver Island, British Columbia
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