Advocate Market Commentary • July 27, 2020
Financial Planning on Purpose
When creating a financial plan, it is important to start at the beginning. Start by deciding what matters to you and your family. This could be anything from financial freedom, travel, home ownership, flexibility with your work schedule, or even more time with your loved ones. This step of acknowledging what is most important to oneself may seem trivial, but most families neglect to do it. The following three reasons will expound on how this essential step can change your financial journey.