In today’s workshop, we’ll discuss 10 smart and simple ideas to implement in your financial plan.

1. Set measurable goals

2. Understand the effect your current financial decisions will have on future financial issues

3. Start NOW — don’t assume financial planning is for when you get older

4. Start with what you’ve got—don’t assume financial planning is only for when you’re already wealthy

5. Take charge—at the end of the day, you are in the charge of your results

6. Look at the big picture—financial planning is more than just retirement planning or tax planning

7. Don’t confuse financial planning with investing

8. Don’t expect unrealistic returns on investments

9. Reevaluate your financial plan periodically

10. Don’t wait until a crisis to begin planning your finances

Remember…

The earlier you start the better.

It’s never too late to start.

If you need help with your financial plan, setup a call to discuss.

Enjoy!