Get in the Driver’s Seat of your financial Life
Do you have a road map for your personal finances?
Have you ever experienced the feeling of stress or anxiety when it comes to your personal finances or money in general? If so, you are not alone. Feeling this way leads many people to believe that their financial situation has control over them and as a result, they refuse to face, what can sometimes be, a very serious situation. The good news is you do not have to keep traveling down this one-way street. Building a personalized financial road map can put you in the driver’s seat.
Map out the direction you want to go
The first step is to determine where you are now with your personal finances and decide what direction you want them to take. This will allow you to get off the dead-end street you were on and take a new route.
Secondly, your plan is important but setting goals for your plan is key. Building a plan around goals will help you avoid bumps in the road along the way. You will reach the finish line sooner than you thought!
Most of the time I work with clients that want to pay off debt, plan for their retirement, save for their children’s education, or even take their family on a vacation. When it comes to finances, these are all achievable goals to strive for, but the key is to have specifics around these goals. For example, if your goal is saving for retirement you would need to consider what age you would want to retire and then how much yearly income you would need. My job is to create a road map allowing you to be in the driver’s seat.
Make a U-Turn and Ask a Professional for advice
Building a solid financial plan is not as complicated as you would think. My commitment is to help every client understand their individual financial situation. This gives clients confidence and a newfound feeling of control when it comes to their financial future.
It’s a Green Light! What are you waiting for?
Click Here to Book an Appointment with Nancy Du or email @ [email protected]
It is time to take control of your finances! Your future-self and your family are counting on you.
Nancy Du is a Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS). OSJ: 900 Ashwood Parkway, Suite 400, Atlanta, GA 30338 (770)-390-2600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License ID #0M90615. 2020-108020 Exp 09/22