Tips For Success

   Set measurable goals .
   Start now – don’t assume financial planning is for you when you are older .
   Start with what you have – financial planning is not only for the wealthy. Rather if you start financial planning you will soon be wealthy .
   Look at the big picture – financial planning is not only retirement planning, tax planning .
   Don’t confuse financial planning with investment planning .
   Don’t expect unrealistic returns on investments .
   Don’t wait till a financial crisis to begin financial planning. Use financial planning to avoid a crisis.
   Select a professional planner who can be your guide, friend and advisor .
   It is always better to save and buy rather than borrow and buy .
   Review the plan every year and track the performance .