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by Craig Samuelson, Bell Investments Manager
To give your financial plan a chance at success, here are a few strategies to follow.
Think of your financial advisor as your “coach” – there to help guide you toward success.
Keep yourself in the game by meeting with your financial advisor at least once a year and whenever you have a major life change such as a marriage, divorce, change of job or birth of a child. Tell your advisor what you expect, listen to your advisor’s expectations of you, and don’t be afraid to ask questions.
When you make a game plan, stick to it. It can be tempting to spend our money right away instead of saving and investing it. The ball’s in your court. Your game plan can help keep you on pace as you work toward your financial goals, but only if you follow it.
Our Bell Investments team can help you come up with a game plan to pursue your financial goals. Call us to get started.
This article is from the July 2017 issue of the Bell Wealth Newsletter. Download the full issue or check out the newsletter archive.
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