Are your on track to achieve your financial goals?
Your TIME and your MONEY are either working for you or working against each other. Having SMART financial goals and a resilient plan is the only way to align the two in your interest.
Try a quick assessment of your Retirement or Savings goals and call me to learn how to achieve financial success.
Hint: The level of your current wealth and income are necessary but not sufficient factors.
- Vivek Sharma, CFA®, CFP®, CIPM®, Ph.D.
"The odds of hitting your target go up dramatically when you aim at it" - Mal Pancoast
To start your investment plan, we just need to know a couple things about you: