🛫 Pre-Flight Checklist for Your Finances

I’m a private pilot and it seems like I can relate anything to flying.  And so, just like I always start any long journey with a flight plan, your financial journey should start with a solid plan. Here’s how to chart your course:

  • Destination: Define your financial goals. Where do you see yourself in 5, 10, or 20 years?
  • Flight Path: Create a step-by-step plan. How will you reach your financial destinations?
  • Weather Forecast: Prepare for economic changes. How will you adjust your plan for financial turbulence?

Remember, a good flight plan seeks to ensure a safe and efficient trip. The same goes for financial planning!

Don’t have a financial plan or need investment advice?  Schedule a free consultation with me at luckinbillfinancial.com.

#FinancialPlanning #InvestmentStrategy #WealthManagement

Disclosures

1: Advisory services are provided by ZEGA Investments (“ZEGA”). ZEGA is registered with the U.S. Securities and Exchange Commission (SEC) and only transacts business in the U.S. in states where it is properly notice filed or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the SEC or any other securities regulator and does not mean the advisor has attained a particular level of skill or ability.

2: ZEGA is not engaged in the practice of law or accounting and any advice provided should not be construed as legal or accounting advice. The information discussed and presented herein is intended to serve as a basis for further discussion with your financial, legal, tax and/or accounting advisors. It is not a substitute for competent advice from these advisors.

3: Content should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor prior to implementation.

4: The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any securities or investment advisory services where such an offer would not be legal. Furthermore, this material may contain certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially. As such, there is no guarantee that any views and opinions expressed herein will come to pass.

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