Financial Tidbit – Plan

Have a plan – Remember there is a plan in place for you right now whether you know it or not. So… you might as well make sure it’s a plan you like.Not having a plan is kind of like trying to find your way on a map when you don’t have the address of where you want to go and you can’t even find the “you are here” star!

The first thing you need to do is take stock of your finances so you know your starting point. Then you need to determine what you want your finances to look like – not just in the short term but also in the long term and all terms in between. What are your financial goals!!!

For example, rent vs. own, tuition goals, retirement – just to name a few.

Now, it’s simply a matter of figuring out what you need to do to get from A to B. But it all starts with making a plan


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