Five steps on the road to retirement paid Impact_Partner
Do you have a financial plan for the future? We all need one. Planning is not just for individuals who have six-plus digits in their bank accounts – although it’s for them, too, and remember they started planning somewhere.
Whatever your investment experience – basic beginner or savvy investor – life’s road can be winding and full of unexpected turns.The first and most important step in financial planning is. Whoever you choose as your financial professional, that advisor should take time to discover you as the client. Sometimes it can be uncomfortable to share details of your financial information. Consider this – if you were driving across country to a place you never visited, would you use a map? Or would you just start driving, hoping your sense of direction was accurate?
Cross-country drives are not easy, and eventually you may find yourself wanting to quit or turn around. Perseverance and determination at this stage are key. You need to keep driving to get to your final destination. The financial road is no different. Without implementing the plan, you will not get far.managementWe have all heard that the only thing constant is change, and your financial journey could be subject to a great deal of change.
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