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Viewing Topic: Do Your Life Goals Match Your Financial Goals?
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12/30/2009 |
Original Post
by Lori Morris |
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Whether you want to: retire at a certain age, take a family vacation, help fund your child or grandchild's college education, start a new business, change careers, or simply have enough money to last the rest of your life, it helps to know how your financial path will support your goal.
I'd be happy to meet with you for a free initial consultation to help you see if you're on your way to achieving your goal(s).
Hope to hear from you soon!
Lori A. Morris, CFP®, MBA
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