How do you know if you need to get started optimizing your financials?

More specifically, where do you start?

First off, let’s focus on identifying any loose financial ends. 

You can not know where you want to go unless you know where you are at. 

Think of a time when you put some important object away and you found it years and years later. Have you ever set aside a $100 bill and found it a long time after?

It is the same with our overall financials. So many people will engage in transactions or open up investment or retirement accounts and then, completely forget about it. By not knowing what we have working for us, our money may actually be working against us. Threats like Inflation, Potential loss of investment gains, and lost opportunities from lack of action take over when you are not prepared to make financial decisions.

Just like organizing a dirty room, our finances need to be organized, spiderwebs dusted aside, and we need to have a clear understanding of what we are dealing with.  That first step can be scary and intimidating but once we start to understand where everything is and we become organized, planning is so much easier from there.

Try to find all of the assets you have accumulated by taking note of all of your accounts, statements, and their whereabouts.  The beautiful thing is that once you are organized you will realize that there may be a lot of “hidden money” you had no idea existed.

Important Tactics that can help you get started on your path to optimizing finances and wealth: 

• Goal setting

• Understanding your investment options

• Choosing the right financial team 

For today, start small, start by taking inventory of everything you may have working for you so that you can eliminate money costing mistakes!

Reserve your spot in our upcoming Empowered Financial Planning Masterclass so that you can:

• start eliminating potential money leaks, 

• optimize your financials and wealth creation plans, and 

• gain a handle on life and freedom to enjoy it on your terms

Click the link to save your spot:

 https://www.empoweredfinancialplanner.com/masterclass.