1 / 14

Choosing a school.

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.

zia
Download Presentation

Choosing a school.

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. By Austin Denino Choosing a school.

  2. Wes Moss, CFP LOCATION: LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE.

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

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

  5. Written Financial Plan Assign Investment Goals

  6. Written Financial Plan Mapping the Route to Your Destination… Retirement ? Today…

  7. Risk Planning Understanding Risk/Reward Cash Income Growth RISK LOW HIGH REWARD Cash Income Growth

  8. Accumulation Hierarchy of Investment Savings

  9. Fill Buckets Your Buckets… Cash Income Growth

  10. Bucket Approach Your Buckets… Income Growth Cash

  11. Monitor & Review Your Progress Manage Your AllocationPhase I

  12. Manage Your AllocationPhase II

  13. Economic/Investment Data

  14. 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

More Related