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Monitor Your Plan Continuously

Once you have a plan in place, you’ve already taken a large step forward towards making it happen. As J.C. Penny said,

Give me a stock clerk with a goal and I’ll give you a man who will make history.
Give me a man with no goals and I’ll give you a stock clerk.

But articulating your goals and putting a plan in writing is only the first step.

The next step—monitoring the plan—is just as important as the first and requires both a qualified, independent expert and you.

You need someone to:

  • Monitor your portfolio to make sure you’re taking advantage of opportunities
  • Monitor your insurance to make sure you are protected from severe risks
  • Monitor your taxes to make sure you aren’t missing opportunities to save money
  • Monitor your estate plan to make sure it reflects your most current wishes

In addition, you will need to keep an advisor up-to-date when:

  • Your goals change
  • Your situation at work changes
  • Your tolerance for risk changes
  • You have a child, become an empty nester or become a grandparent
  • You update your estate documents

You need someone who has expertise to help develop your plan but that person also must have a plan of their own to monitor your progress.

Call us to schedule a meeting

Goostree Financial Group does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. Fixed insurance products and services offered through CES Insurance Agency or Goostree Financial Group.