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Getting Ready

Findependence, not retirement

Goal setting and the pursuit of happiness…means something different to everyone.

Whether you’ve been methodical about saving for years, or an unexpected financial sum has come your way, you are getting serious about needing to protect what you’ve built.

You may be time-starved, and might split your time between preparing to launch your kids, helping your parents, and pursuing other interests. You realize that the next 5 years of your life will involve a lot of change, and want to make sure that you are making sound decisions.

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Get organized

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Know your financial goals; have a plan

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Talk about personal finance

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Invite others to the conversation