Spring cleaning is the first thing that comes to my mind when I see the days getting longer and the flowers starting to sprout. Spring cleaning also applies to your financial house. Why not take an hour and review how you are doing compared to the budget you put in place last January? What? You didn’t write a formal plan for yourself for the New Year! It’s never too late to sit down and review where you stand financially. It’s not that difficult either, but it doesn’t hurt to have a coach on the sidelines helping you evaluate your next move.

For example, a good “best practice” is to (1) write down your goals and aspirations, (2) devise a plan to help you reach those goals, (3) periodically review where you stand relative to your plan and (4) engage the services of a professional to coach and counsel you on the right moves to make. As a career financial advisor, I work with very smart people every day who know what they need to do, but lack the resources to actualize their plan. That’s where I come in. As a fee-only financial advisor, my job is to provide as much or as little coaching as each client might desire. And, frankly, that’s all many clients need to feel confident and on-track with their plan. Questions? I am only a phone call away…