You want to invest in the same plan your friend did, or to buy that fancy car? Is that what you
- Financial behavior is a function of a deeply ingrained value system. A plan will not
succeed if it contradicts your values at some level. Do you know what values are most
important to you?
- Do you have your financial goals listed out in order of priority?
- Can you differentiate between needs and wants?
- Do you have a goal-based plan of activity and a monitoring system?
Get your priorities sorted out before a financial advisor can tailor a plan for you.
Speak to a financial coach, in a one-to-one meeting, phone or Skype session.