You may be ready to dive in right away, but since investments involve risk and you could actually LOSE MONEY, let's make sure that you don't with a quick little checklist.


Being ready to invest means:
- you have more than enough money saved in the bank for the unexpected,


- your income and belongings are protected from loss - including money your family might need in the future if you're not around (sorry, it happens),



- your debts are under control - ideally paid off but if not, making you money (good debt).


If you're good on these, let's get you to that advisor!



If you need to work on one or a few of those areas, we can give you a 90-day plan that's practical and puts you on the path.
Does this describe you?


You know where you want to go, you're just not sure the exact path to get there.
Or maybe you have the steps, but aren't sure about the timing for each.
Homework and due dates?, Yes, homework would make sure you get it done and make it that much more real.

Introducing...

the money "milestone" and money "map" sessions


These aren't just appointments. They are actual "roll up your sleeve" working sessions that you hash out with a money expert.
Tailor-made to fit your unique situation and particular goals and priorities, you'll know exactly what to do next when it comes to your money.