Financial planning is a life time process of determining how you can meet your life goals through the proper management of financial resources you have at your disposal, while at the same time averting the major hurdles at every stage of life that would attempt to thwart reaching your life goals. Financial planning, in and of itself, is a process….not a financial product…nor an investment product.

The 6 steps to creating a sound Financial Plan are:

  1. Setting “SMART” Goals…..goals that are specific, measurable, attainable, realistic and time sensitive.
  2. Gathering data paramount to goal achievement.
  3. Analyzing and evaluating your current financial status.
  4. Developing a plan.
  5. Implementing the plan.
  6. Monitoring the plan and making necessary adjustments.

Designing a financial plan is essential to long­term goal achievement. As you approach retirement, it is even more essential to plan for this next phase of your life. The thing about money and retirement is, not having a plan, is the equivalent of having a plan to fail. By designing, implementing and monitoring a plan, you can rest assured that you have exponentially increased your odds of winning.

Call us at 470­-253-­9711 ext 101 for a free, no obligation Winning The Money Game Assessment, so we can put you on the path to having a winning financial plan.