3 Steps You Can Take Accomplish Your Goals In 2022

When the time comes to put a new calendar up on the wall, you have the opportunity not only to reflect on the year gone by but also to plan for the year to come.

You may be planning to send a child to college, purchase a new vehicle, take a family vacation, or go after a big promotion at work. With all the incredible experiences you have on the horizon, it can be easy to forget about those to-do list items that don't spark that same feeling of excitement as the goals themselves.

3 Things to Help Achieve Your Goals In The New Year

As students of Behavioral Finance (how people make money decisions), we've witnessed a trend toward self-directed investing and financial planning. Some recent studies point to the fact that a growing number of investors prefer managing their financial interests without professional assistance.

You've done it! You've scheduled your introductory meeting with a financial advisor. You're taking control of your financial future, but you have a lot of questions about what happens next. Rest assured, you're not alone. We have found that many of the people who talk to a Creekmur Wealth advisor  for the first time weren't sure what to expect, how much to share, or even what documents they should provide. Whether this first conversation happens on the phone, in one of our offices, or by video meeting, we want you to feel comfortable and understand what to expect.

One of the misconceptions we are faced with in the financial services industry is the idea that all “financial people” the same. We sometimes hear the question,

"What is the difference between the advisors at Creekmur Wealth and the insurance agent or broker's office down the street?"