January 16, 2020
With so much life ahead of you, it’s easy to feel like you don’t know which direction to go. And while First Financial can’t help you make some decisions – like what career to pursue – we can help you understand that every financial decision is a stepping stone to the next one. To help you make sure your decisions take you in the right financial direction, you need a financial roadmap.
What is it?
A financial roadmap is a simple visual guide to help you remember your financial priorities and long-term goals. It’s designed to help you maximize your money by prioritizing short-term goals with longer-term goals in mind. A financial roadmap helps you visualize where you are in your life’s journey and what you should be doing to better your financial future.
You can customize your own financial roadmap, but use this example to get started:
Your map may include points for:
- Conduct a spending analysis
- Creating savings strategies
- Professional growth
- Investing for long term
- Planning retirement
- Tax management
- Protecting assets
- Estate planning
When you look at your financial roadmap, you can ask yourself whether a financial decision you’re making today will take you off your desired path – or keep you on it.
The financial experts at First Financial are happy to help you reach your short-term and long-term financial goals. See our savings solutions, drop by a branch near you, or give us a call at410-321-6060.
In Our Community...
7 Tips to Stick to Your Holiday Budget
As if staying on budget isn’t hard enough… along come the holidays. Check out some tips to stay on track...
