Hello, 2017! Now that you’ve made it through all the financial obstacles of the new year, it’s time to start looking ahead. Save more, spend less! Sound familiar? That was was one of the top 5 most popular new year’s resolutions this year, up 17% from 2016. If reevaluating your budget was on your resolution list this year, then congratulations — You’re on your way to greater financial security and freedom.
If you’re like me, watching your loved ones open the gifts you bought is just as fun as getting presents yourself. While the holidays are certainly a time for celebration and fun, nothing says “happy new year!” like entering January with no debt, no fees, and no interest to pay.
We’re closing in quickly on the end of the year, and that means the holidays, snow & winter coats, gifts & family. It also means: time to take a good, hard look at your finances. Now, we’re not looking to beat ourselves up for those of us who went a little overboard, the point is to recalibrate for success.
It’s easy to think of financial planners (and the people who use them) as wealthy, middle-aged, and grey haired. Luckily for young people everywhere, that’s far from the whole story. If you believe that you don’t make enough for financial planning to be relevant to to you, or thinking that it’s one appointment you won’t have to worry about until years down the line, think again.
Congratulations! You’ve made the call, you’ve set up your first appointment. It’s a big step, and it’s often shrouded in mystery. But meeting with a financial planner doesn’t need to be scary. Here’s what to expect from your first appointment so that you can go in with confidence and make the most of your time!