You likely already know your financial picture is not looking the way you want it to right now. It’s as though someone changed the goalpost and the traditional rules for financial success are no longer working. To make matters worse, it seems as though every financial expert you’ve met or heard about has different advice for you to make the changes needed to move you forward. You’d really like a better understanding about all your options, and what the benefits and trade-offs are for those options, rather than just handing those decisions to someone who will implement their cookie-cutter approach. After all, the impact of the financial decisions you make directly affects you and your family; you’d like to have more understanding and input into the process.If this sounds like you, you need to know the basics of creating a solid plan for your financial future, and how to adjust that plan as your requirements and the world around you change.In this action-oriented book, Peggy Lusk gives you the information you need to know to get started, along with worksheets and templates to gather your financial information. It also provides practical advice about choosing and working with financial services professionals.?
By drawing examples from her training and experience in the financial services industry, and working with families and business owners to develop their own financial plans, she gives you the information you need to make the key decisions that form the backbone of the plans you follow to create financial success.