Know the Ropes – I believe it is important to choose a financial advisor who has the industry credentials, believes in continuing education and has the experience to effectively create and implement a plan.
Leave No Stone Unturned – It isn’t enough to focus solely on your investments. One needs to take a holistic approach to managing their wealth.
When the Rubber Meets the Road - You have your own destination in life and the quality of that life is dependent on the quality of the planning. It is imperative to implement the plan to pursue the success you deserve. You must be committed to your success and willing to find the time to make decisions.