Through the years you have purchased random financial products. Some may have made money, others maybe not. You now have a pile of financial “stuff.” You might think its all working for you… News Flash, it’s not. You need a coordinated written financial plan that connects all the dots and puts you on a clear path. Read our financial plan poem to understand the difference between what is not a financial plan and what is
Financial Planning Poem
You opened a checking account- this is not a plan
You pay your bills—this is not a plan
You own some stock in an oline account— this is not a plan
You bought some life insurance, maybe it has a savings portion—this is not a plan
You participate in your company’s 401k plan—this is not a plan
You asked a co-worker how to invest—this is not a plan
You bought a house- this is not a plan
You filed your taxes- this is not a plan
You had your Will drafted—this is not a plan
You bought some gold bars- this is not a plan
You purchased an investment property- this is not a plan
You paid off some credit card debt- this is not a plan
You inherited some money- this is not a plan
You spoke to a buddy who works at Merrill Lynch—this is not a plan.
You bought an annuity- this is not a plan
…any many more individual events ARE NOT A PLAN
A plan has stated goals and objectives that cover all bases.
A plan is formed through a careful analysis of your current situation.
A plan has listed action steps to help you get from where you are, to where you want to go.
A plan has a system in place to monitor, review, and make necessary adjustments.
To reach financial success you need a plan. Items listed above are only appropriate if they help you accomplish the objectives of YOUR plan, plain and simple.
Get a plan.
Pro Financial Group is here for you.
