Career & Finance: Investing
Why do you want to do this?
My husband and I work well with goals. We don't live beyond our means, but we could be saving a lot more with some focus.
What three things will you need to make this happen?
Husband to get coworker's financial planner's name and make appt.
Get all paperwork together for meeting.
Figure out what goals we have before we meet him.
What is the biggest barrier to your achieving this?
Too busy and keeps falling off our list!
As you progress with your goal, share the resources you find helpful with others who can also benefit from them.
No resources have been added
