organizing

What is the first step to financial planning? Organization!

Financial planning can be a daunting task even for the most business and money inclined of us. Many times, I have come across clients who are literally paralyzed when they think of getting their financials in order and starting to put together a plan. Many of them come to this impasse because of a life event that has forced them to take stock. The dread moment has come and for most people that is the first moment when we open a drawer or shoe box and see a jumble of statements and forms that we have neglected for too long. We realize the first thing we should have done and now must do is organize.