Dollars and Diagrams

Automate Your Goals

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Step 1: Identify Your Goals

Step 2: Develop a Financial Plan to pursue your goals

Step 3:  Automate as much of your financial plan as possible.

You do not want to have to reference your financial plan every paycheck.  Out of sight, out of mind.  Before you know it, you will be making a big impact on pursuing your goals!

Many of the most successful savers & investors that I have met often go years without looking at statements.  They methodically and systematically save according to their goals every paycheck.

IMPORTANT INFORMATION

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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College Planning

Disability Insurance

Estate Planning

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Investments

Life Insurance

Retirement Funding

Roth IRA

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graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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