“This is the year and today is the day. This is the day that I will get a better handle on my finances. After I take care of a few things around the house, and some items for work, then I’m going to sit down and get a good overview of where I am and create a financial plan that will allow me to pursue my financial life goals.”
So many of us have made this same statement, only to look up some time later and realize that life has kept us from seizing the day regarding this important goal we set for ourselves. This happens for several reasons: the tasks can seem overwhelming, not knowing where to start; there are accounts that we don’t know what to do with them; not understanding how all the accounts work for us; or just mentally tired after accomplishing everything else that we can’t focus long enough to get this done.
All of this is ok. It’s part of life. The road to financial independence is a journey. The good thing is that this is a journey you don’t have to take alone. There are professionals, like me, that can walk with you through the process and then stay with you as life changes, and as your financial situation changes. Those professionals stay abreast of financial products, strategies and resources/regulations, that help them to make sure you are on track to being financially organized, efficient and pursue your financial goals.
Reach out today to set your initial personal appointment. It will be your first step to “Today is the day…”