Financial planning can seem a bit daunting and boring for some! Some folks are of the misconception that only the rich need financial planners or that financial planning is something you do as you get closer to retirement. Thankfully, No !
Financial planning is for anyone serious about organizing their finances, achieving their money goals and attaining long-term financial security. It’s really simple, all you need is the willingness to learn and form new good money habits.
A study by Charles Shwab found that one in three people don’t seek any outside input when it comes to managing their money. Yea , I get it. Money matters and talks about saving can be a bit depressing especially if you are well behind in your goals. Ok, so if you are the other two who have never sought help nor spoken to a financial adviser/planner then a very warm welcome to you. This blog was indeed created for you in the hopes that you would be less tepid about seeking advice and learning more about how to set and meet some money goals.
Ready to work with me ? please leave your details below and I would get right back to you. Really excited about hearing from you and helping you on your money journey…
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Hi, thank you so much for this 🙂