John Mosher’s August Newsletter

The Four Steps To A Financial Plan

How to Make Financial Planning Easy with a Simple Checklist 

When the daily to-do list might include grocery shopping, picking up the kids from soccer and preparing tomorrow’s presentation, who has time to think about a financial plan?

While the effort to keep your finances on track today might seem overwhelming, the potential payoff later in the form of financial security can be huge. Conventional wisdom among financial planners says that an easy way to build and maintain a financial plan is to make a checklist of four items that should be the foundation. Read more…