Nice beginning - a suggestion for the future would be to discuss the importance and benefits of having a real financial plan (not back-of-the-napkin). Takes the guessing out of retirement saving, paying down debt, seeing your financial future in black and white. See how your current decisions directly impact your future goals. Just a thought.
Nice beginning - a suggestion for the future would be to discuss the importance and benefits of having a real financial plan (not back-of-the-napkin). Takes the guessing out of retirement saving, paying down debt, seeing your financial future in black and white. See how your current decisions directly impact your future goals. Just a thought.