It’s Time to Start Planning

According to your answers, the time to start planning your financial future is now! Like many people, you may feel anxious about your financial situation. You may not feel confident about working with an advisor, and that taking control of your finances is out of reach. Whether your partner has always handled the finances, or if you’ve never taken time to create a comprehensive plan for yourself, now is the time to take action. Let’s take the first steps towards building a future that allows you to flourish.

Your priority should be to start building a budget and creating positive money conversations with your partner, family, or advisor. Starting with a reasonable budget and building confidence about money issues will establish a strong foundation to assess opportunities to pay down debt, save for your future, and build a long-term investment plan.

Each of these steps can be done independently, but you might also benefit from finding an advisor that you feel comfortable with. A good advisor should be able to talk about money in a way that’s easy for you to understand and gives you the space to ask any follow-up questions that might arise. You and your advisor should feel like a partnership, oriented around your goals and values, not like they are always steamrolling you.