Happy New Year! It’s time to review our mission!
Our mission is,
“To help our clients build and protect wealth to achieve their dreams and goals.”
Building wealth may actually be the easier part of that equation. Of course, it may not be easy but saving for the future is often started by default. 401(k)s are automatically set up with companies from the get-go and investing is automated. Social security is automatically deducted from your pay checks and will be paid to you in retirement. Most of our clients were savers from the start, they just may not have known exactly where the money should go.
However, building wealth is only part of the equation. Creating goals, or even dreaming of the future can be a challenge. Looking ahead can be scary. It can bring up regrets, fears, and insecurities. However, facing those challenges and developing a vision of the future can free you from many mistakes that the average investor makes. If you can allocate dollars to a vision, you are much more likely to succeed in your goals.
Today we are focusing on the last, often hardest, part of the mission: achieving dreams and goals. In this New Year’s podcast, we discuss our successes and failures with setting goals, and why goal setting is so important for living happily today and in the future.
We would love to help you “build and protect wealth to achieve your dreams and goals”. If you would like to discuss more, please reach out to us at info@leadingedgeplanning.com or on our website leadingedgeplanning.com
Happy New Year!
The Pilot Money Guy