5 Steps to Stay on Track Toward Your Goals

Man and woman meeting with financial advisor

When it comes to financial goals, success usually comes over time, not overnight. Your financial advisor uses an established process to help build and implement your personalized financial strategies by:

  • Creating specific financial goals based on what’s important to you
  • Assessing how comfortable you are with taking risk
  • Recommending tailored solutions, aligned with your comfort for risk, to help you achieve those goals

Step 1: Where am I today?

We want to understand what’s important to you. Each time you and your financial advisor meet, you’ll discuss your needs and current financial picture.

Step 2: Where would I like to be?

By translating your needs into specific, measurable financial goals, you can easily track your progress over time.

Step 3: Can I get there?

Together with your financial advisor, you’ll review your current situation and consider potential solutions and strategies. If you wish, your financial advisor may involve your tax and legal professionals.

Step 4: How do I get there?

You have choices in how you can work together. Based on your priorities and preferences, you can select the account options and mix of investments and services that can help you achieve – and protect – your goals.

Step 5: How can I stay on track?

Meeting annually can help ensure you stay on track. During your review, you and your financial advisor will:

  • Discuss any changes in your life or in the market
  • Review your financial strategy
  • Make any adjustments needed

Schedule an appointment today.

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