Dollars and Diagrams

Baby Steps


One day, one does not wake up, having never worked out and run a marathon.

There’s a process to go from the couch to running a marathon. You start with walking. Then you take it up a notch to some light jogging. You perhaps, reevaluate other things like your diet, sleep, etc. 

However, after watching “The Biggest Loser” on TV, the first step is always seeing a doctor to get an analysis of where you are and setting a course for where you want to go.

Likewise, one does not simply wake up with a perfect financial plan.

Firstly, you should consider seeing a financial planner (your financial doctor). They can assess where you are currently and help you articulate your goals. Most importantly, they can give you concise & straightforward next steps to put you on a path to financial independence. We call it our one-page financial plan!

Now let’s clear something up right away. A one-page plan doesn’t solve all of your problems overnight. In other words, it’s the starting point. As we say here all the time, it’s outdated the second we hand it off.

What we mean is that things change. There are numerous variables at play here, to it will never be perfect, not for you or anyone else, in any situation. Take comfort in that. In this case, it is the start. 

An ongoing relationship is where the magic is. As we continue to work together, you are taking action. You are getting stronger financially. You check the boxes, do the hard work, and get better every day.

It may not feel like there is a light at the end of the tunnel. You might think of yourself as the “Biggest Loser,” but take heart, there is always hope! It starts with taking action and asking for help.

We are confident in helping you win the race of your financial life. Before long, you too can look back at the progress you’ve made. You, too, can run the race. In conclusion, you can work towards financial independence with the right team behind you.


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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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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