Is creating and implementing a plan something you want to do on your own?
You should consider yourself the CEO of your family finances, and you need to run your household like a business and coordinate all areas of personal finance; cash flow, investments, insurance, taxes, and legal services. So, ask yourself this question: Do I want to commit the time and energy to doing this job myself, or should I delegate this critical task? What’s the first thing a smart CEO does? You guessed it, hire a CFO. In this one life, time is your most precious commodity. A long-term relationship with a reputable financial planner can give you the gift of time.
Whether you do it yourself or work with a financial planner, take the time to make sure your money is aligned with your most important goals and values, and I’m confident you will find the motivation to create a solid financial plan, as well as follow through on making it happen!