Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.
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If you’re designing a new home, you probably ask a professional for help. You should treat your retirement the same way. And knowing how to structure your retirement portfolio is potentially a lot harder than designing a home. That’s why once you’ve mapped out your goals, you should bring in an expert to help you put together a financial plan or fine tune the one you already have. It should have specific recommendations, such as:
1. How much you need to save?
2. When you can retire?
3. How much you can spend in retirement?
4. How much investment risk you should take?
5. How much you can leave to others?
You probably already know what you want out of life — you just need some organization to help you get there. At GoalQueste we start with honest questions and a reality check. The result? A road map that considers all Six Disciplines of financial planning.