Financial Strategy

You need to have a well thought through financial strategy that considers all aspects of the retirement years, different streams of income, building and

protecting net worth, budgeting and managing money, emergency funding plans, short- and long-term investments and fund targets. Of course, have an up-to-date will and powers of attorney and other estate-related documents. All these are interconnected and impact your overall financial strategy.

Goal setting is a key component of a good financial strategy. It is good to set goals and re-evaluate on a monthly basis. You can also consider annual goals. Be sure to think through five to ten year goals. You can take each goal and work backwards to understand what sacrifices need to happen for each goal to

become a reality.

I can help with all aspects of building your financial strategy and getting on the right track to a better financial future.