You must have a plan in place for both short- and long-term financial goals. What is your goal, what is your money supposed to do for you? This week, Adam Carlat from One2One Wealth Strategies joins us to help you determine your goals and peace of mind to get you where you wish to go.
You must have a plan in place for both short and long-term financial goals. What is your goal, what is your money supposed to do for you? This week, Adam Carlat from One2One Wealth Strategies joins us to wrestle through these questions to get you where you wish to go.
We must plan for all things – vacation, car, house. Having an advisor, you can call to help plan all those things. Life’s not cheap but having adaptability and contingency plans can be critical to your financial success.
Some line items that are imperative in your planning process must include investments, 401k, and saving for yourself. 73% of Americans live paycheck to paycheck. If able, don’t let that be you! If your company offers a company match 401k, take it! It’s free money. Roth IRA’s have more investment options; however both are great to max out if you have the means to do so.
“You can get help - you don’t have to have millionaire money to be using a financial advisor! Maybe you should have a financial advisor because you want to have a lot of money.”
Once you get a financial advisor, you’re going to say "Wow, I wish I had this relationship years ago”. Whether you have $1 or $1 million, we have to put you on the tracks to move you in the right direction. You have to have a plan! And the plan will change – but at least you’ll have an advisor to go back to. Ask for help!
Don’t be scared to ask, don’t be afraid to talk to someone in the finance world. It’s something people don’t talk to people enough... to their kids... adults... it’s something you have to be able to discuss. It’s a huge part of life.
Representatives registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/ SIPC. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by this representative or by One2One Wealth Strategies.
Andrew Karam: website | facebook | linkedin | instagram | book a call
Kevin Booth: website | facebook | linkedin | book a call
Adam Carlat - One2One Wealth Strategies: website | facebook | linkedin | facebook - 121WS