Every year on the first Wednesday in October, World Financial Planning Day is held to raise awareness about the importance of financial planning.
Today serves as a reminder to reach out and schedule a financial check up. This time of year people are taking care of their bodies and getting flu shots. Shouldn't the same care be taken for your financial future? Periodic revies ensure you stay on track to meet your goals.
This time can also be a reminder to make sure your goals haven't changed. Perhaps you have more kids now, or higher income, maybe retiring sooner sounds better and better. Your changing needs should be reflected in your financial plan.
Many people realize the benefits of having a financial planner. Some of these benefits include:
Access to professionals who are good at helping those who don’t know where to start on how to plan for their financial future.
Financial planners help people who oftentimes don’t have time to do their own financial planning.
Getting an expert opinion about financial goals.
Access to a wealth of experience in investments, insurance, taxes, and retirement planning.
If you want to create an investment strategy, minimize your taxes, or lower your financial risk, you should think about hiring a financial planner.
How should you celebrate World Financial Planning Day? Give us a call, schedule a review. Whether you are a current client, or you are just getting started, it is always a good time to revisit and review your financial plan.
Kommentare