Mark Twain said, “The secret of getting ahead is getting started. The secret of getting started is breaking your complex, overwhelming tasks into small manageable tasks, and then starting on the first one.”
No doubt you have worked on many projects, big or small. Yet you can’t overlook the little steps (or tasks) you took towards its completion. Much like studying for an exam, you take one module at a time, reviewing each chapter’s material until you are ready to face the final exam. The same way, a house is not built in a day (even a week) or a business does not become an overnight success. Your big projects involve planning in stages; strategize the moves which will achieve the results you envision.
Financial planning may be viewed as a big project. Understandably to most people the entire process is overwhelming. Because you may contribute regularly to a registered retirement savings does not necessarily mean your financial plan is complete. Retirement planning as shown in the diagram is only one of the components in the big scheme of financial planning. By looking at each component individually, focusing on completing one at a time, ensures everyone can have a financial roadmap to secure their goals and dreams.
Working with a financial planner will help you build a strong and solid "financial wheel" ensuring the components fit together in unison. Don't wait, get started today.