Transcript of video:
I’m a planner. I struggle to act on a whim and be impulsive. It’s just who I am. So ironically, here I am in my mid-forties in a career as a financial planner. I help other people plan for their future.
Did you know most people take more time to plan a two week vacation, than they do their retirement?
My experience has shown me there are so many things we can plan for, and things work out. But lately, I have found myself surrounded by friends and loved ones in the middle of painful trials….life events they never saw coming. At some point all of us will be faced with something, that alters our original plan…
The time to create a financial plan is when life is routine, not during a time of crisis. So, what is your plan?