Dollars and Diagrams

The One Page Financial Plan Answers These Questions…

Insights

✅ What should I do when I get my bonus?

✅ How do my stock options work?

✅ How much insurance do I need? Do I have the right type?

✅ How much cash should I keep? Where should I invest my extra funds?

✅ How do I fund my kids education?

✅ How much should I be saving and where?

The long 70 page financial plan is for the financial planner. The financial planners job is to provide a summary of next steps to help you on the path get from where you are to where you want to go.

Remember:  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.

Categories

College Planning

Disability Insurance

Estate Planning

Insights

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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