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Financial planning roadmap

financial planning roadmap A good road map can point you in the right direction. A financial planning roadmap can help you determine: Where you’re currently located financially Creating your financial planning roadmap is a lot like planning a trip. It’s a plan of alternatives and choices regarding your finances which make it easier to get. Home » Store » Financial Road Map® Help Your Clients Explore Values, Identify Goals and Get a Clear Understanding. Financial Road Map® by Bill Bachrach Ready to get your financial house in order? Get useful insights into all aspects of financial planning, including creating a budget, saving money, planning.

Welcome to Roadmap Financial Consulting!

  • Do I have the right insurance for my needs and are my big risks properly covered?
  • When is the best time for me to begin Social Security?
  • Will my assets support me the rest of my life?
  • What happens to my assets at my death or if I’m disabled and can’t manage them myself?
  • What is the best way for me to support my family and community?
  • Where Do You Want To Go?

    Just like planning a trip, the first step for your financial roadmap is to identify where you want to go: your financial goals. What are your hopes and dreams for your family? What kind of lifestyle do you want today and in retirement? When do you want to retire? What do you want to happen at your death?

    After understanding your goals and reviewing your financial resources, your financial advisor organizes this information to provide a snapshot of your assets, liabilities and net worth.


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