Estate Sales, Valuations and Inventories for Attorneys and their Clients
 
  1. Set measurable goals.
  2. Understand the effect your financial decisions have on other financial issues.
  3. Re-evaluate your financial plan periodically.
  4. Start now - don’t assume financial planning is for when you get older.
  5. Start with what you’ve got - don’t assume financial planning is only for the wealthy.
  6. Take charge - you are in control of the financial planning engagement.
  7. Look at the big picture - financial planning is more than just retirement planning or tax planning.
  8. Don’t confuse financial planning with investing.
  9. Don’t expect unrealistic returns on investments.
  10. Don’t wait until a money crisis to begin financial planning.

    Your Financial Advisor should be talking to you about these very same things.  They are considered best practices in the world of money management.  Think about these 10 things and if your advisor hasn't talked to you about them, then consider finding another advisor.
 


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