Graphic by Shannon L. Buck, copyright January 16, 2017. http://www.lulu.com/spotlight/shannonbuck

30 Day Money Cleanse Day 20: Find an Adviser

I’ve finished day 20 of the 30 Day Money Cleanse. How about you? If not, now is the time.

I didn’t have to spend any time on today’s challenge. I think it is pretty clear I don’t have $100k in investable assets, lol.

 

Photogrpah by Shannon L. Buck, copyright February 8, 2017. 30.http://www.lulu.com/spotlight/shannonbuck

Wouldn’t it be grand if I did, though. I do have a sort of gauge though, knowing when one becomes necessary. I’ll keep this in mind for later years.

Question: Do you have enough in assets to justify and adviser?

Action Steps:

  1. Check out today’s task. (See the calendar)
  2. If you have that much in investable assets, then research advisers and note anything important.
  3. If not, then think about when you might need one.  In 10 years? 20?
  4. Record this in your notebook, and make note of how you want to proceed.

Congratulations on finishing day 20 of the 30 Day Money Cleanse! You are doing great.

I’ll be posting Day 21 tomorrow.

Shannon

Advertisements

One thought on “30 Day Money Cleanse Day 20: Find an Adviser

Join the conversation!

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s