FYI: I have never had a financial plan built for me, which is somewhat embarrassing, even hypocritical. I have said numerous times that investing has to be tied to your goals, so I suppose it’s fair to say I was paying lip service to this idea.
So why didn’t I practice what I was preaching? I guess the way I rationalized not having a plan was that I wanted to wait until I settled into my house, literally and figuratively. Now felt like the right time, so I grabbed our CFO (and planner), Bill Sweet, who also happens to file my taxes, and told him I was ready to do this.
Regards,
Ted
https://theirrelevantinvestor.com/2019/05/23/what-i-learned-from-doing-a-financial-plan/
