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Opening An Account Does Not Equal A Financial Plan Thumbnail

Opening An Account Does Not Equal A Financial Plan

When I meet with someone for the first time, I ask them, “Tell me about your financial plan?”

Recently, I received the answer: “I have a 401k.”

So what in the world is a financial plan?

I believe that a financial plan is an adventure map with clear next steps explaining how you get from where you are to where you want to go in an optimal way.

Our mantra:  Your goals determine your plan.  Your plan determines your portfolio.

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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