Life planning and financial planning are inextricably linked – especially as you look toward your goals and aspirations in retirement . For example, if you want to travel the world in your retirement years, your financial plan may look quite different than if you choose to continue working part-time and volunteering in your community.
Thankfully, you don’t have to go it alone. Financial advisors can play a key role in helping you identify how to financially support your life goals. In this video, John Nelson and Christine Whelan reveal the role of your financial advisor in aligning your life plan with your financial plan. I encourage you to watch and, perhaps, set up an appointment to talk through these topics with your advisor. Together, you can help set the stepping stones for your goals.