Dollars and Diagrams

The Accountability Gap

Investments, Retirement Funding

The Accountability Gap

The accountability gap is the difference between “who you think you are” and “who you are.” You might say that retiring early and being financially independent is a priority. Still, if you are not saving for retirement, there is a gap between your values and action.

We all need help

It does not necessarily mean you are a hypocrite. It does not mean that you are a terrible person. For example, sometimes things happen, and we do not even realize them. You wake up one day, look back, and realize that you wish you had more in your 401k or more of your mortgage paid off.

One of the best reasons to hire a financial planner is that they can hold you accountable. Above all, goals are hard. Big goals like retirement take a ton of effort over decades! It isn’t as cut and dry for most people as signing up for your company’s 401k and calling it a day.

Life happens

Things do not always go as planned. For instance, you get laid off or realize you are working in a job you hate. The graduate degree you didn’t anticipate isn’t cheap. You might even switch careers entirely and take a pay cut to do it! All of this happens, though most don’t talk about it in a public forum. One thing is sure: life is not linear. Most don’t end up where they thought they would when they graduate college.

This is where professional help comes into play. Do you think professional athletes get where they are alone? Any individual or team gets great through coaching. Similarly, building the financial life you want is no different. There is nothing wrong with being a do-it-yourself investor, but get a professional to double-check your work. Be open-minded and ask for help. One of the biggest threats to the average DIY investor is the risks they don’t even know!

Either you conclude that your dream has changed, or you snap into action and get back to who you want to be!



LPL Tracking #1-05180362


College Planning

Disability Insurance

Estate Planning



Life Insurance

Retirement Funding

Roth IRA


financial fortress blueprint
Ready To Get A Plan To Conquer Your Finances Once And For All?

Your 1-Page Financial Fortress Blueprint Is The First Step. Click Below To Learn More.

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.

Success! Check your email inbox for next steps!

We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

Success! Check your email inbox for next steps!

Pin It on Pinterest