Although I am a licensed attorney, I do not practice law. Yet, I combine my passion for personal finances by helping people as a licensed registered investment advisor and providing holistic wealth advising for goal-oriented individuals. This blog aligns with my passion for sharing my knowledge with goal-driven individuals looking to enhance their financial literacy and amplify their wealth. Welcome!
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A personalized financial plan is your roadmap to achieving your financial goals. Though life may be unpredictable, a comprehensive financial plan guides you to live within your means while taking intentional action toward your dream financial future.
With a strategic financial plan, you will:
Financial planning begins by understanding your finances, assessing your risk tolerance, and defining your short-term and long-term goals. Your financial planner then incorporates this information into a plan to achieve those goals.
Some examples of financial goals include:
· Creating your emergency fund
· Buying a new home
· Saving for retirement
· Creating wealth
· Saving for college
A financial plan is essential no matter your age, net worth, or income level. With a personalized financial plan, you will:
1. Enjoy peace of mind
Personalized financial plans help guide you on your journey to financial freedom. They give you peace of mind, knowing you will always prepare for the known and unforeseen. You can sleep well knowing you have a plan to guide you to live within your means and on your journey to reach your financial goals.
2. Build wealth
“Compound interest is the eighth wonder of the world. He who understands it earns it. He who doesn’t pays it.” Albert Einstein.
Building wealth is about spending less, saving and investing, and allowing your money to grow from compounding. When you automate the money you invest early and often, you earn money on it over and over again, ultimately compounding it. The earlier you start to invest, the more significant amount of money you will accumulate because there is more time to earn money from compounding. A comprehensive financial plan should include an investment plan, too, allowing you to build your wealth with compounding.
Wealth building is an intentional process that includes strategies like:
· Increasing your savings
· Saving on taxes
· Investing wisely
· Creating budgets
And so much more! All these strategies will be a central part of your personalized financial plan.
3. Attain your goals
At the core of your personalized financial plan are the goals you want to achieve. One of the best things about having a financial plan is outlining a clear, actionable plan to achieve your goals. Whether your goals are to send your children to college without loans, enjoy a long and comfortable retirement, or buy a home, your personalized financial plan can get you there.
I am ready to help.
As the Founder of and a registered investment advisor of my investment advisor firm, Amplify My Wealth, I empower goal-driven individuals to take control of their finances with trusted advice and fee-only financial planning. Browse our services or set up a complimentary consultation with me to learn more about how I can help you spend and invest wisely on your path to financial success!