“Our goal is to help people gain or add to their financial independence, regardless of what their ultimate ambitions are. Having money gives you some freedom and independence from the vagaries of life and the predation or regulations of government. It doesn’t necessarily make you happier or improve your quality of life. That’s up to you, the people you love, the books you read, the places you visit, the music you dance to, and the wine you drink. ” ~ Anonymous
Claire: The only way to have money is to begin with the end in mind.
- How much do you want?
- How much do you have?
- What options can you take to achieve your goal?
i.e. Plan and take actions to save 30% of your net take-home pay for your future. You’re worth it!
Reality is, how many of us can find work that we like at age 60?
To realize your retirement goal and to have the peace of mind that you’ll be taken care of, engage me and together, we’ll figure out a game plan to take you to your destination.
Call me at 9231 8779 today. Let’s discuss over coffee. Have an outstanding week ahead!