Half Year Status

The year is half over. Are you on track with your family financial plan? Do you even have one? I can help!

Every family needs a Family Financial Plan. It acts as a road map to where you are headed. It incorporates all the significant events that may occur during your trip through life; from having children, buying a home, paying for college, taking care of parents and eventually retiring. Without planning for these events you may end up disappointed.

Whether you are just starting out or mid-career or contemplating retirement having a plan, setting goals and objectives and taking positive steps towards accomplishing your plan is essential. Will you achieve all your goals? Probably not, but by going through the planning process you and your family can get more realistic about the future and improve your chances of having a happy one.

Contact me to get the Family Financial Plan process started. Just one hour of you time that won't cost you anything can make a significant difference in your future!

Reg Baker, CPA PFS
http://www.regbaker.com/