Financial planning is primarily a positive, future focused activity. The entire process should be enjoyable. There are plenty of times, however, where our role is to stand between our clients and big mistakes. We want to keep clients from injuring themselves financially. Many personal financial “injuries” originate with mental errors. A momentary loss of focus; a poor choice; a lack of clarity; all of these can lead to big mistakes.
Your Financial Planning "Best Before Date"
Discover how to plan for your retirement while you still have "Possibilities",
rather then ending up with "Probabilities".