When it comes to your financial strategy saving and investing serve two completely different roles but work hand-in-hand to help you achieve a comfortable financial future. However, it’s important to understand the difference as you begin to build your wealth. Not sure whether it’s time to invest or save? We break it all down in this video.
At MLS Financial Planning, we believe in
- Education - We educate you along the way, so you gain independence and confidence surrounding your financial life.
- Understanding - While education is very important, it's equally important that you understand what you're doing in your financial life.
- Simplicity - In a complex world, simplicity is at the root of our thinking.
- Fun - It's also important to have fun along the way.
We also believe that all of the components of financial planning (cash management, investment planning, retirement planning, insurance planning, tax planning, education planning, and estate planning), are important, but not everything has the same level of impact on everyone at the same stage of their financial life. It’s about putting the most effort in the area that has the biggest impact, so you get the best outcome. In our opinion, for most people, between 50% and 75% of their ability to become financially independent is driven by having a great cash management program with coaching.
Schedule a Complimentary Meeting or Sign up for a live, virtual presentation, to learn about our Cash Management Planning & Coaching Service.
This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.