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By Austin Denino. Choosing a school. Wes Moss, CFP. LOCATION:. LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE. Price:. Price does matter to me. I do not want to take out any loans and have to be in debt after school. I well known school.

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By austin denino

By Austin Denino

Choosing a school.


Choosing a school

Wes Moss, CFP

LOCATION:

LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE.


Price

Price:

  • Price does matter to me. I do not want to take out any loans and have to be in debt after school.


Choosing a school

Iwell known school

I want my school to be well known for what im going to go there for


Assign investment goals

Written Financial Plan

Assign Investment Goals


Mapping the route to your destination

Written Financial Plan

Mapping the Route to Your Destination…

Retirement

?

Today…


Understanding risk reward

Risk Planning

Understanding Risk/Reward

Cash

Income

Growth

RISK

LOW

HIGH

REWARD

Cash

Income

Growth


Hierarchy of investment savings

Accumulation

Hierarchy of Investment Savings


Your buckets

Fill Buckets

Your Buckets…

Cash

Income

Growth


Your buckets1

Bucket Approach

Your Buckets…

Income

Growth

Cash


Manage your allocation phase i

Monitor & Review Your Progress

Manage Your AllocationPhase I


Manage your allocation phase ii

Manage Your AllocationPhase II


Economic investment data

Economic/Investment Data


Successful retirement

Successful Retirement

  • Assess what phases of the investment cycle you have accomplished…

  • If you’re ready to move forward, you can visit Fidelity, Schwab, Vanguard, or [insert firm name] for help.

  • Don’t feel comfortable working alone? Visit www.napfa.org to locate a Fee-Only Advisor in your area.

Wes Moss, CFP®

Chief Investment Strategist

Capital Investment Advisors, Inc.

200 Sandy Springs Place, Suite 300

Atlanta, GA 30328

404-531-0018

www.yourwealth.com


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