Step outside of your comfort and make reviewing your finances a priority.
Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.
What you see on the outside doesn’t explain all the behind-the-scenes work going on…this includes all the financial prep behind living a good life.
Do you have a plan in place if the unthinkable happens?
Planning a trip or vacation actually has a lot of parallels to building a financial plan.
Here at Plybon and Associates, we pride ourselves on taking the big picture into account and always make sure that we are helping YOU reach YOUR goals.
The first week at a new job… in the middle of a pandemic! And, I wouldn’t want it any other way. Yes, I had doubts and fears… but I also had the thrill of knowing I was doing something to better my future for myself and my wife.
With every day that passes, more and more risks come into play with an inadequate life insurance plan. Only you can decide how much you need, or if you need it at all. But if you do need it (and I bet you do), at least make sure what you have is working like you want it to.
I think about Waze a lot when working with families and business owners. We help them map out the ways (no pun intended) to financial security. Over the years, we reinforce that they are on the right track, even when they know where they are going and how to get there. Along the way, we identify potential delays, and we plan for and navigate around them.
We plan, and when the time comes we put those plans into action and we keep moving forward. Who knows when it will rain or for how long… but when it does (and it will), we will be ready.