Building your financial house is a lot like building your forever home
People are often surprised to hear the two houses linked.
But the two share far more similarities than most people think about….
In both cases, a blueprint is absolutely critical to make sure key features your family needs are in place. While small changes are absolutely necessary for best function; changing key features too often can lead to missed deadlines and budgets when building your forever home. Your financial house is very similar. Building the financial blueprint (in our world your SCORE) is critical; making finetuning changes on a regularly scheduled basis is beneficial, too many large changes causes the financial construction to veer off course.
Do you have a financial plan?
Do you have a financial dashboard?
Do you have a financial wellness team that gathers regularly to plan on your behalf?
How can we help?