Financial Planning

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.

self love

The Greatest Love of All, is Self Love.

When we think about our net worth, our first instinct is to think analytically. We gravitate toward numbers, growth charts and returns. Seldom do we look at ourselves and how our relationship with money correlates to our relationship with ourselves. The fact is that oftentimes they do relate to each other, directly impacting our ability to grow our net worth. Let’s take a look at how loving ourselves first is a part of financial planning.

Oct 2020-Why Women Can’t Ignore Retirement Planning!

A great retirement, sailing off into the sunset, is the just reward of every American in the work force. We work hard so that one day we don’t have to anymore. A key ingredient to an amazing retirement is planning. Unfortunately, for women that dream may be very far off from becoming a reality. According to Fidelity Investments, only 4 out of 10 women have a retirement strategy and only 15% of those women have formal retirement plans. Women have been forced into at this disadvantage by societal conventions and forces they may not even be aware of. Yet, there are some simple steps you can take today so that you can have a blissful ride into the sunset.

Scroll to Top