- Get a fix on your finances by organizing your tax records, wills, trusts, insurance policies, mortgage documents, and other important documents to determine the full extent of your assets and liabilities.
- Establish short- and long-term goals, such as reducing debt, increasing contributions to a retirement fund, increasing investments or savings, reevaluating insurance coverage, or planning for your children's college educations.
- Prepare a strategy to meet these goals by setting priorities, allocating assets, and making the trade-offs necessary to make your goals a reality. Write everything down, and establish a timetable that can be realistically met.
- Implement your strategy, and stick with it; don't become sidetracked. Stay on top of your financial affairs.
Your financial security lies in your hands, and it is your responsibility to ensure you meet your financial goals. If you need help with any or all of these steps, please call.