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When you receive financial services, how do you assess if the service has been worthwhile?
When you receive financial services, how do you assess if the service has been worthwhile?
We suggest that any help you receive needs to actually help you in achieving your goals.
What are your goals?
Well, to hark on back to our "reading the map" analogy, whenever we use a map we always determine a starting point and an ending point and sometimes, some "stop-off" points along the way if they take our fancy.
There are a number of important similarities we believe are important to any financial advice.
Know your destination - set your financial goals
Know your starting point - have a clear picture of your current status
Know your vehicle - be sure you have the right investment to do the job.
Set targets - set achievable and short term targets that are in line with your overall plan.
Have a map - Have a written document that outlines the details of the plan
Check the map - Review your financial plan regularly to make sure you are on track.
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