You want to improve your financial well-being and make the right decisions for today and tomorrow. You also want to ensure that you have the financial resources to meet your goals. As your IG Wealth CERTIFIED FINANCIAL PLANNER, I will help you create a financial plan that moves and grows and ensures you are able to adapt to the changes in your life.
Are you working hard to achieve your personal income and retirement goals? Chances are you're also busy fighting fires and dealing with the challenges that come with a corporate, professional, or management position. Most women in your shoes spend long hours helping their company and projects become successful, but they can lose sight of their personal goals. As a result, they unintentionally end up working more years than they planned to.
►If you lost your job today - how much do you have in savings? How does this impact your retirement plan?
►Do you know if your company supports flexible investing (which is becoming more popular in many company-sponsored retirement plans)?
►Have you recently assessed your portfolio to see how would it perform when (not if) we face another market downturn?
►Do you know when you can stop working or how much money you would need to quit your job and maintain the lifestyle you aspire to?
Life is always changing: shouldn’t you have a plan that changes with you? Contact me to discuss your personal situation - you never know where a conversation will lead you!
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
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