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As financial planners, we help clients think through the financial requirements needed for the life they want to live. But it’s one thing to have enough cash on hand to pay for the things we want, and another to calculate the full scope of our decisions.
What would you do with your life if you were to retire in your mid-40’s or 50’s from practicing medicine and pursue something else?
Purposeful time for most people requires planning and, often, budgeting. If you’re busy and need to stick to a strict schedule, use that to your advantage and add your spouse or partner to your calendar. Is it as romantic as spontaneous getaways or surprise date nights? Maybe not, but it’s definitely more practical and it’s a great place to start.
A comprehensive plan takes your past, present, and future into account, and allows you to maintain control over what you need and what you want.
Financial planning can become broad and complex, but the basics are still very simple. Start there, and over time, grow your knowledge along with your wealth.
