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Life goals. Money goals. In that order.

When prioritizing, life goals must be first. If you don't know what they are, how do you know how to set your money goals? I believe they must, in fact, be done “in that order.”

With good information everyone can - and should – be actively involved in the process of setting goals and putting together the plan to achieve those goals. Each month we provide you information in both categories: life goals and money goals.

If you’d like to receive this valuable newsletter directly, you may subscribe here. Feel free to share these newsletters with your friends, family and colleagues!

In addition to the last three editions of my monthly newsletter, seen below, I wanted to share an article with you that I'm very proud of. I was interviewed by Stars and Stripes, the newspaper for our armed forces. The article is about on-line banking. Check it out!

Innovative Financial has been providing our monthly newsletter since July of 2005. That’s a lot of articles available for you to browse through on a number of topics. We invite you to visit our Archive of articles, below. If there’s a topic you don’t see covered but would like to learn more about, just let us know. We’ll try to include it in a future edition.

Feel free to share these newsletters with your friends, family and colleagues! If you'd like to receive this valuable newsletter directly, click here! If there are topics you'd like us to cover in future editions, let me know. This newsletter is about you – your life goals and money goals. In that order.


September, 2015
August, 2015
July, 2015
June, 2015
May, 2015
   
Archives
Our Archive contains hundreds of articles that fall into the following categories:

Budgeting & Goal Setting
Business Management
Charitable Planning & Giving
Education
Estate Planning
Family
Insurance
Retirement
PlanningTaxes

We invite you to enter a word or phrase into the search box below and see the articles that might be of interest to you. For answers to a specific question, as always, please feel free to contact us directly.

search our archives

Life goals. Money goals. In that order.

For more information, call Innovative Financial at (303) 275-7170
or click here for a free consultation - and put your mind at ease.


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