4 Phases of Financial Life :: Saving & Planning

Saving & Planning

…if you’re just starting out on your big adventure, you’ll want to start setting financial goals, develop a strategy, and
be disciplined.

The Four Phases

Of all the phases of your financial life, this is the one you’ll most likely revisit. Obviously, if you’re just starting out on your big adventure, you’ll want to start setting financial goals and working toward your benchmarks by developing a strategy and being disciplined. For this, you’ll want a trusted advisor and coach to help you in today’s dynamic investing environment.

 

However, important events and desires pop up throughout life that sometimes require us to revisit the Saving & Planning Phase. These include getting married, having our first child, purchasing property, higher education expenses for kids or grand kids, vacations or family-reunions-of-a-lifetime, etc.

Don’t be confused if you are in your 40’s or 50’s and are thinking your life is forcing you to revisit a phase most 20 and 30 something’s experience. We’re here to help.

So, if you’re just starting out and want some help establishing financial goals and investment strategies to set you on the path to your financial life, or you’re looking for guidance to navigate a new financial life challenge, we’ll coach you through planning and strategies to help. Don’t wait for the “right” day to get started. Call us. We’ll help you take the first step down the financial life path.
Sign Up