Financial Stages of Life: 4 Questions for What’s Next

One thing I’ve learned in my 15 years in the investment industry that is worth its weight in gold: Transitions are critical to the success of any well-thought-out financial plan. If timing and execution aren’t working, even the best of plans (on paper!) Could be critically changed and you may need to reevaluate your plan or reevaluate your goals.

In my years of hiring new clients, I’ve regularly heard questions like “Have I had enough?” and “Will I be okay once I stop working?” These fears should be easily suppressed if you have a long-term plan that is regularly recalibrated based on the financial stage you are in.


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