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I recently went out for Chinese food with my family, and as usual, my kids were excited for their fortune cookies at the end of the meal. We each took turns reading our fortunes, discussed which one we liked best, and then threw them away. This is exactly how we should treat New Year’s resolutions, but for some strange reason we hold them in a higher regard.
Below are a few common financial New Year’s resolutions which may sound familiar:
Save more money
Create a budget
Pay off debt
Start investing
These resolutions, along with going to the gym, will be forgotten by February, but instead of discussing all the reasons why these resolutions won’t stick, let’s jump to what will.
Below should be your only financial resolution:
Schedule an introductory meeting with a financial planner.
The act of scheduling a meeting for January will help to ensure that this resolution is actually accomplished. After that meeting, and assuming you like your financial planner, you should move forward and start to develop an actual financial plan. One underrated benefit of working with a financial planner is having an accountability partner. Someone who actually wants to go to the "financial gym" in February when there is a foot of snow outside.
If you are looking for someone to hold you financially accountable for the new year please schedule a free introductory meeting below. For less than $5/day, Walk You To Wealth is the most affordable way to access professional help.
Disclaimer: The information in this post is provided for your convenience only and is not intended to be treated as financial, investment, tax, or other advice. The information is intended to be educational and is not tailored to the investment needs of any specific individual. It is also not intended to be relied upon as a forecast and is not an offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are those of the author. Reliance upon the guidance and information in this presentation is at the sole discretion of the individual.
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