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It's Important to Understand the Stages of the Financial Planning Life Cycle
This stage establishes the trajectory for your financial future. "When is the best time to start this process?", you may ask. The answer is, YESTERDAY. The second best time is TODAY. The point is if you haven't already started this process, you should get started as soon as possible. The founder of our firm developed a very strong interest in personal finance and investing when he was in his early twenties. Looking back, over thirty years later, he realizes that financial decisions he made in his twenties, thirties and forties made a profound impact on his current financial circumstances.
FIT Planning Questionnaire - please click here to download and get started:
The Average American Budget
The Power of Tax-Deferred Growth
Six Most Overlooked Tax Deductions
LET US HELP YOU DESIGN YOUR FINANCIAL STRATEGY
When the market fluctuates, it can feel like being on a neverending rollercoaster ride. Download our free ebook, "Don’t Panic,” to learn why market volatility isn’t as scary —or uncommon— as it seems.