This is the question most every client asks when I meet with them in Colorado Springs or Denver. It is a complicated question, because it requires understanding how many things work and a glimpse into the future.
As a financial advisor, I address this head on with a process.
This is how I have dealt with any hurdle in my own life.
This means training for the Aquathlon World Championships, getting my Chartered Financial Analyst Designation or creating a plan for an individuals retirement.
By using a process that I follow weekly, I have a plan that I can see through to success.
Just like my process for training, I think a process for creating a retirement plan is necessity. Creating a retirement plan helps put people at ease about their future plans.
Creating a process can be difficult because individuals don’t have the experience, knowledge or interest.
By James Cornehlsen, CFA
Please read the full story posted on the Paladin Registry here.
To learn more about James, view his Paladin Registry profile.