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