As we approach a new year, many people are thinking of goals for 2020. It’s the start to a new decade...
Will it be a start to a new financial legacy for your family? Have you considered financial goals as part of your plan for the new year? Do you even know where to begin? Well, here’s a list to consider... Do you have at least $1000 in a baby emergency fund? Are you consumer debt free (everything but the house)? Do you have 3-6 months worth of expenses saved as an emergency fund? Are you investing in a retirement plan? Do you have money set aside for an education (for you or your child(ren)? Have you paid off your home? The first “no” you answered when reading the list, is where I would recommend you begin. If you’d like and outsider’s perspective on your financial plan and goals, I’d love to sit down with you and help you come up with a plan for changing your financial legacy! Please reach out any time!
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