Waiting to Get Your Ducks in a Row in Order to Get Your Ducks in a Row?
Have you ever stared at a cluttered closet and became so overwhelmed by the very idea of the chore? Then, when you actually tackled the task, it took far less time and was a lot easier than you thought it would be to accomplish?
It can be the same with getting financial affairs in order. The perceived obstacles might be worse than the actual reality of making an appointment and having a meeting with a financial advisor.
*Can’t travel? Bad weather? Car broke down? Meetings can be held by phone.
*No time during work hours? Many advisors will schedule early or later appointments to help accommodate your schedule.
*Don’t know where to begin? In the lyrics of Julie Andrews in the Sound of Music, “Let’s start at the very beginning, a very good place to start...” A financial advisor can help you identify where you are and where you wish to be and how you might work toward getting there.
Don’t wait until the stars are perfectly aligned; take a minute to call or send an email and get started on your journey.
This information is for educational purposes only and not intended as specific advice for any individual.
Seek professional advice before taking any action in regard to your finances.
Todd A. Slingerland, CFP®
6 Tower Place Albany, NY 12203 (5180 867-4000 x105 firstname.lastname@example.org www.capitalfinancialplanning.net