The steps in financial planning aren’t as complicated as people may think. As we near the end of 2022, many are evaluating their situations and thinking of the new year and beyond. A resolution you should consider adopting in 2023 is creating and following a personal financial plan.
There are many financial aspects to consider when planning for the new year. Partner with a trusted financial advisor and follow these six steps to create your personal financial plan as you journey toward financial security.
The first step is always the same: making the decision to start. The first step is always the same: making the decision to start. Begin your plan creation by actively choosing to take an active role in your finances. Congratulations! By reading this, you are already moving in the right direction. After deciding to create a financial plan, the Good Life Asset Strategies financial planning process partners you with an experienced advisor who will guide you through the following steps.
Communicating with your advisor is imperative to the success of your plan. Life happens, your goals change, and some parts of your financial plan may be confusing or need to be adjusted. Your advisor is available to discuss any part of your plan and will make sure you understand every detail.
Whether you’re brand new or have been working on your financial goals for years, your Good Life Asset Strategies advisor is ready to help you work through the steps in financial planning.
As a fee-only fiduciary, we always work in the best interest of our clients. Schedule a consultation to begin the journey of realizing your financial goals.
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