Author: Paradigm Wealth Partners

There is no such thing as a “one-size-fits-all” financial plan. We all have different financial needs and goals. A good CERTIFIED FINANCIAL PLANNER™ understands that; but none of them can read your mind. How can you, the client, efficiently communicate your goals to your CFP® for them to create the best financial plan for you?

Refinancing your mortgage can be a great way to improve your financial situation and help accelerate meeting your financial goals. So why don’t more people do it? There are a lot of misconceptions around refinancing a mortgage. We want to help dispel those misconceptions and show you how refinancing your mortgage can be an important part of your financial plan.

When it comes to your finances, you can’t just wander along hoping for the best. You need a road map, a financial plan with a co-pilot, to help you navigate to where you want to be. Not just anywhere.

Money is without question a central issue in everyone’s life. We need money to pay our bills, to take care of our families, to educate our children, to support our communities, to reach our goals, and to fund our retirement. But none of us wants to think about money all the time. We’d rather spend time on the other things that matter; our families, friends, careers, and hobbies.

It’s never too late to start planting trees. If your investment portfolio needs to play catch up, these are the steps you can take.