Identify Areas for Professional Financial Advice

This week, seek out and interview any professional advisers you need to achieve specific goals in your plan.

Most people who itemize deductions can benefit from seeking a CPA to file their taxes. Similarly, parents with children should seek the help of an estate planning attorney.

If you're looking for comprehensive help, Purposeful Strategic Partners offers financial planning beyond just investments and retirement planning - including budgeting, career advising, tax planning, business coaching, insurance planning, and debt management.