Financial Planning is for Everyone

Travel Plans

How about this analogy?

Let’s say you decided that you wanted to go to New York City. Now, you can hop in your car and just go and you might get there … or you might not. If you’re starting in New Jersey, your chances are pretty good. If you begin in California, it still might work but you’ll probably want to think about a few things – like having money for gas and picking a route that works better with the weather.
But if you’re starting in Paris and want to get to New York, that car just isn’t going to work that well for you.

The more ambitious your goal, the more helpful planning things out will be.

Financial Planning Required

With personal and business finance, things get more complicated. Money is an abstract so it’s far less intuitive than travel. And we don’t teach financial basics so you are likely much better trained at driving a car than managing your money.Note that this has NOTHING to do with whether or not you have an investment account. Everyone needs a financial plan.The average American family will earn around $2.5 million in their lifetime. Being just 5% more effective with that money means $125,000 extra in your pocket.

Everyone Can Do This

And a 5% improvement in cash flow is easy if you’re working with a financial planning professional who knows what they’re doing.
So break free of the lie. Financial Planning is for Everyone. You DO have lot’s of money to plan with. Start being strategic and intentional with your money today. Let me know how I can help.