As we enter the month of October, I wanted to take a moment to inform you about an important event in the world of personal finance—U.S. Financial Planning Month. This annual observance emphasizes the importance of creating a financial strategy to help you pursue your goals.
During US Financial Planning Month, it might be a good idea to jot down your short- and long-term financial goals. You know the old saying, "A goal not written is only a wish."
If you'd like help, I'd be happy to help. I have a number of resources that can help you get started. Some find that first step the hardest, but it doesn't have to be.