As the saying goes, if you don’t know where you are, how can you know where you’re going? The first step in planning for your financial future is to assess where your finances are today.
To prepare for your meeting with your advisor review your current financial situation including your expenses and your savings.
Embrace the three P’s
Look at your situation today
Expect the unexpected
Insure your family’s future
Debt be gone
Pay yourself first
Creating a retirement strategy
Other topics in this section: Financial Primer
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