If you're like most people, you probably have a junk drawer at home. We know it can feel overwhelming to even think about cleaning it out and organizing it. For many of us, our finances can resemble a junk drawer from time to time. Heck, you might even keep some of your financial “junk” in your actual junk drawer.
The good news is that it’s never too late to TAKE CONTROL. Your money, your goals, and your retirement are too important to ignore. Make this the moment you start to get back on track.
What do I need to do?
All it takes is 5 steps. Whether you choose FFG's help or not, feel free to use the following 5 step process designed to help you TAKE CONTROL.
1. Get Your Financial Junk Drawer Organized
Before doing anything else, take the time to decipher exactly what you have and why you have it.
2. Understand Where You Are Now & Where You Want To Go
Discover what is really important in your life and visualize how your resources can help you accomplish your goals.
3. Crunch the Numbers
Once you determine what you have and where you want to go, use financial tools and calculators to see if you are on track to meet your goals.
4. Implement Change
You will probably discover there are some changes that need to be made to help get you where you want to be. Build an action list and begin working to mark off your to-dos.
5. Monitor, and Make Adjustments as Life Happens
The process is not “One and Done”. Your life and the world will continue to evolve and change. Make sure you have a system in place to help adjust your plan as life happens.
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About FFG Retirement Counseling
FFG Retirement Counseling is an independent financial services firm that offers comprehensive planning programs and customized investment management. They are dedicated to providing a superior client experience to each and every client. The team at FFG makes this a reality by consistently putting their clients’ interests ahead of their own, making the complex easy to understand, and using a team approach to offer their clients multiple unique perspectives, all a commitment to transparency and open, honest communication. Their proprietary tools, processes, and comprehensive suite of services help their clients successfully navigate the years before, during, and after their transition into retirement. To learn more about FFG Retirement Counseling, connect with them on LinkedIn or visit their website.
Advisory services offered through Smart Money Group LLC, a Registered Investment Adviser. Securities offered through Calton & Associates, Inc. Member FINRA/SIPC. FFG Retirement Counseling, Calton & Associates, Inc. and Smart Money Group, LLC. are separate entities.