financial planning

Elements of Financial Planning

by Sharon Alderson, CFP, FDS Your chances of success are heightened by clearly defined objectives and a strategy for reaching your goals. So to get the most for your money, you need a plan. But how should you go about formulating an investment plan?  The following steps will get you started Establish goals: Consider why you want to build investment wealth.  Is it to accumulate money for retirement, to buy a house, to start a business, or for some otherRead More »Elements of Financial Planning