Now that we have made your financial reality visible, we have a blank canvas on which to create a map. We know the names of the cities and the states you are going to travel to. Next, we need to figure out how you are going to get there. What are the roads and freeways you need to take to travel there?
It all starts with one basic question: what tangible goal do you have that requires money and planning to achieve?
Dream big! Keep realistic, but allow your mind to wander and think of the possibilities. Paint the picture of what your life would look like as you achieve this goal and afterward.
The answer should be based on three questions: What is your goal? How much money will it take? By when will you achieve it?
Take some time to reflect and think about how you will feel once you have achieved your goal.
Advisory services through Capital Advisory Group Advisory Services LLC and securities through United Planners Financial Services of America, a Limited Partnership. Member FINRA and SIPC. The Capital Advisory Group Advisory Services, LLC (CAG) and United Planners Financial Services are not affiliated.
The views expressed are those of the presenter and may not reflect the views of United Planners Financial Services. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax, or legal advice. Individual needs vary & require consideration of your unique objectives & financial situation.
"Neither United Planners nor its financial professionals render legal or tax advice. Please consult with your accountant or tax advisor for specific guidance."