Let’s Make a Plan

Have you noticed how often we talk about planning?  We are all busy planning trips, making plans for our busy week ahead, and even planning what to eat for dinner. The headlines are full of plans in motion too. Right now there are plans for averting government shutdowns and the San Diego Padres baseball team is making plans for Manny Machado to sign a 10-year deal!

When is the last time you reviewed your financial plan?  Success requires a great deal of planning. Setting a goal is not the main thing. It is deciding how you will go about achieving it and staying with that plan. We love to help people plan and live out amazing years in retirement. For those who have a plan in place, the ups and downs of the market become less worrisome. Besides the stock and bond markets, there are many other topics to review in your financial plan. Below is a link to get the juices flowing, and let’s keep planning together!

The 9 Steps to Take to Make 2019 Your Best Financial Year Ever

Leave a Comment

Get Started

With our fee-only financial planners.