CDs, mutual funds, stocks, real estate, personal property, bonds, cash, annuities, life insurance, etc. are tools we use to help us build our future on a firm foundation. However, we can get too focused on accumulating wealth and on investment performance and lose sight of the big picture – our future. Our monetary possessions are only a part of our legacy. We must also build faith, good works, and secure our eternal heritage.
We should all strive to prepare for the future and beyond, provide for loved ones, preserve our lifestyle, and protect our legacy. Knowing how and when to use a tool is an important part of financial planning as is monitoring progress and making adjustments when necessary.
A plan should begin with a vision and is not complete until we see the blueprint laid out. My part is to help identify goals, implement plans, monitor progress, and discuss adjustments. The when and how use of the tools mentioned above is determined by the planning process.
Your future is quickly approaching. Wherever you are in the process, I can help.