Video Transcript:
Hey there. So, I get it. You are a very busy professional. You've either recently graduated from grad school, or just got married, or you are starting up your family. And you're being pulled in thirty different directions at once. A lot is going on in your life.
And surely, you've got to meet those current obligations and goals you have in your life. But usually when it comes time to pay taxes, go through open enrollment, or pay a bill, you often take care of that immediate issue with your financial life. But when you get it done, you kind of feel, "I need to be doing more with my financial life. There's a lot I have not addressed yet."
Now, what I encourage a lot of my clients to do, and this is something they actually do and I work with my client's on, is I encourage you to set up a process. Have a process that has a series of tasks that are there for you to go throughout the year in order to remind you "Oh, I need to check my credit report to make sure that everything is accurate and my identity has not been stolen." Or, "Oh yeah, it's time for me to review my life insurance because now I have a new job, or wow, we have a kid now." Or of course reviewing your open enrollment options before it gets time to apply for open enrollment.
All of these things can be found in the calendar that I have in the comments and you can download that. And I encourage you to take that and go ahead create a task for each of those items that are applicable to you. Again this is what I do with my own clients.
Go ahead and comment below if you have any thoughts about something you need to be doing in your financial life that you are not doing. And of course, if you'd like to learn more about what I do, or want ideas like this sent to your directly, go ahead and sign up for the Planner's Beta, our weekly digest. Have a great rest of your week! Thanks!
Have something on your mind? Schedule a free call with Nate.
Pursuit Planning and Investments, LLC is an Investment Adviser registered with the State of Oregon. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Past results do not guarantee future results. Please contact us at 971-803-5948 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from PPI with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.planyourpursuit.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
Investing involves risk. Past results do not guarantee future returns. This content should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. The performance of an index is not representative of any particular investment, as you cannot invest directly in an index.
Comments