I remember when I was young and I loved school. So much so that I would play school at home, pretending to have homework assignments, story time and of course recess. I was quite fanatical about keeping all of my notebooks neat and organized. I preferred writing with pencils because it you made a mistake, you could just erase it and start over.
This tendency (I am embarrassed to admit) continued through college as I would rewrite my notes for the day to ensure that they were perfect. (Contrary to my behavior was Dan’s tendency to have messy notebooks which never seemed to stop him from getting an A …… so annoying!)
As I have gotten older, I have become aware of the inability to easily erase your mistakes. And some minor mistakes are all a part of life. You learn valuable lessons and move on with the knowledge of what to do and what not to do.
Life is not a perfect notebook that benefits from an eraser.
But when it comes to making mistakes with your investments and financial decisions, some mistakes can be quite costly, especially when it comes to planning for your retirement. Your behavior can significantly impact your ability to have the retirement life that you envision and deserve.
That’s why it is necessary to work with an advisor who can aid you through the tough financial decisions that come your way and help you avoid making the big mistake in the first place. The following sketch illustrates this point.
Our goal is to work with you as your coach to ensure that you don’t have a BIG mistake that will impact your future and the goals that you have for yourself and your family.
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