Congratulations! According to your answers, you’re well on your way to financial success. You’ve already prioritized planning for your future, and now is the perfect time to make strategic changes that better align your plan with your goals and your values.
Whether you’ve done this great work independently or with the help of a trusted financial advisor, making sure that you trust your financial plan completely is one of the most important things you can do at this point. When thinking about your current plan, as yourself the following questions:
Based on your answers, a phone call with a Flourish Wealth Advisor may help you clarify your short and long-term goals and provide you with insight on where to go next in your financial journey.
It’s important to remember that your financial plan should fully align with your long-term hopes and dreams. You should also identify key values that are reflected in the long-term plan. Now is a perfect time to make sure your advisor relationship feels like a true partnership.