by Savvysite | Sep 6, 2023 | Financial Planning
Discover how to become financially independent without giving up lattes or living on bread and water. I invite you to check out this short video covering the financial planning process. In this video you’ll discover: • Setting short- & long-term goals. • Making...
by Savvysite | Aug 22, 2023 | Financial Planning, SWWM
Whether it’s getting an education, running a marathon, or losing weight, most people perform best with a clear goal and timetable. The same applies to financial success. In today’s fast-paced world, where financial goals and aspirations evolve, a well-thought-out...
by Savvysite | May 3, 2023 | Financial Planning
What Is A Financial Plan Used For? We all know we should have savings. But when it comes down to actually doing it, Americans tend to fall into 2 camps: planners and non-planners. Planners usually know what they’re saving for, how much they need to sock away, and how...
by Savvysite | Feb 22, 2023 | Financial Planning
What’s Included In A Financial Plan? A well-written financial plan can mean the difference in your financial success. With it, you’ll be less likely to make poor financial decisions. Despite the importance of a personal financial plan, many people don’t know...
by Savvysite | Nov 8, 2022 | Financial Planning
“FAILING TO PLAN IS PLANNING TO FAIL” While the prognosis may seem daunting, there’s a lot of truth in this statement, especially when it comes to your finances. Because there are lots of foreseeable and unforeseeable variables that can affect your finances, it’s...
by Savvysite | Jun 10, 2022 | Financial Planning
We all have things that we would like to achieve in our lifetime. Life goals can include saving for your kids’ college education, owning a beach house, buying a yacht, retiring comfortably, or having more time to spend with family rather than Cara and Peter in the...
