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Financial planning is about the current actions we take today as we think about our retirement in the future. It’s about saving, investing, having an emergency fund, and planning other major purchases before retirement. It’s about finding the balance between our needs and wants now versus in retirement. Having and implementing a financial plan now will likely reduce stress about money, both now and in the future.
Here are a few things to consider when preparing a financial plan:
- Life Insurance
- Debt Management
- Investment Savings and Management
- Education Savings
- Tax Benefits
- Goal Setting
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I personally have utilized the Dave Ramsey 7 Baby Steps as the backbone of my investing philosophy and planning. I have seen, personally and professionally, the very practical difference having a clear and effective strategy and steps can make.
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Schedule a 15 minute phone consultation with Tony to discuss your financial and insurance goals.