Financial Planning Introduction Making a plan to reach your goals

Making a plan to reach your goals.Most of us have goals in life that call for an investment of a significant amount of time and financial resources. We may have done some planning. However, our natural tendency is to focus on only one or two goals that are most important to us right now. For most people, developing and maintaining a plan to achieve all of their financial goals is a daunting challenge—one we delay taking on.

Making a plan and sticking to it is sometimes challenging if you go it alone. You don't have to. Partner with someone who will act as your "financial coordinator" to help you make a plan, implement it, and change the roadmap as needed.