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Few were properly educated on how to financially protect oneself, don’t hesitate to reach out.
When it comes to an individual’s game plan, you have to play defense first. If you don’t protect yourself, who is going to? By playing defense first, we get an understanding if there is anything lacking when it comes to protecting yourself, your family, or your business. The defensive strategy also encompasses any debt(s) in order to put a deliberate plan in place to lower and eventually eliminate it.
Next your strategic savings plan is reviewed and any necessary complements or tweaks are made. At the end of the day, having enough cash (or “liquid”) savings is a very important piece within the Game Plan, and one that is often overlooked.
After effectively playing defense, then we look to the “offense” or the growth side of your Game Plan. It is about education and essentially putting your money in multiple suitable locations, within a short, mid and long-term growth strategy. Again, it is about having both a proactive and effective plan in one place, which is neither stagnant nor convoluted.
Few were properly educated on how to financially protect oneself, don’t hesitate to reach out.