goals

Is getting your finances in better shape a New Years resolution you are considering? While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio, there are a lot of things you can do before you ever speak to a financial advisor to grow and maintain your investment portfolio.

Step One: Find a trusted financial coach; Step Two: Listen to your coach. 

Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also know a thing or two about being a good sport when things don’t go your way. Good news: this means you already have some of the basics needed to create a financial strategy.

These are the obstacles we all face in trying to achieve our financial goals:

Fall is a good time to assess where you stand and where you could be.

You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments.

Turn your intent into a commitment.

Your approach to building wealth should be built around your goals & values.