Today I'm Grateful for our Financial Adviser.
Hubby and I have been keen on getting our finances into a healthier state for a while now. We figured that he earns a good wage, we should be further along than what we are, financially speaking.
Of course, we are doing very well for ourselves, but something always happens that puts us back a few steps as far as our future is concerned. With this in mind, a while back we employed the services of a nice lady named Rosanna and she has been compiling a plan for us to help us pay off our home a lot sooner than we thought possible. Today was D day. The day we begin our budgeting and wealth management program! It may be a bit of an adjustment, but with the end goal in sight (earlier retirement for Steve) then we are sure that it will be worth it.
Kisses
Julie
That sounds great! Did it cost a lot to get her to do that for you? We're slowly making progress, but every time we get ahead something else comes up! It's great that you're being proactive about it.
ReplyDeleteHey honey, yeah, it costs a small fortune, $4000 up front and $99 a month after that. But the difference with this one, is that they actually monitor the credit card and spendings and redirect money when it needs to be done. The cost is probably why we havent done it before. Overall though, the program will start to pay for itself in about 6 months.
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