You did not make it to where you are today by accident. You found good teachers and mentors and learned what you needed to learn. You kept your nose to the grindstone and worked really hard. You made good decisions along the way. Now, you've reached a point where the time is right to take a minute, look up from your work, and recognize all the success you have achieved both in your career as well as financially. It is time to take stock and plan carefully for what is next.
Do you have a financial mentor? Are you making good decisions with your money or are there things you could be doing better in terms of managing your finances? Are there strategies you are not even aware of which could help you protect your family, reduce your tax exposure, and grow the wealth you've worked so hard for?
In my 25 years as a CERTIFIED FINANCIAL PLANNER™, I have worked with many successful people to help ensure they are just as successful in managing their money as they were in earning it. I truly enjoy helping my clients make smart decisions and confidently plan the “next steps” in their financial journeys. I look forward to helping you discover the peace of mind a solid financial plan will give you too. Scheduling an introductory meeting will give us a chance to see if we are a good fit to work together which you can do using my schedudling link below.
https://calendly.com/tjpeterson/introappointment
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.