At Shepard Law, we help individuals and families take their next big step in life, whether that step is buying a home, refinancing, or creating an estate plan. All of these big steps have one, major thing in common - financial fitness. We all know how challenging it is to purchase a home without adequate finances, or how confusing it might be to establish an estate plan if you're unsure about how to manage your finances for the long term. This blog discusses what it means to be financially fit and offers some tips to help you build your financial confidence, for both the short and long term.
Financial fitness means feeling confident and secure about your financial situation - Managing your money in a way that allows you to meet not only your current needs but your long-term goals as well. According to the CFA Institute, there are seven steps to achieve peak financial fitness. Let's check them out together.
Whether you are considering purchasing a home in the New Year or getting started on your estate planning journey, being financially fit will help you tremendously in any and all of your endeavors. Even if you are not in the market for a new home in 2022, it is always a great time to begin your journey towards financial fitness and to set goals for your financial future. Once your financial goals have been met, Shepard Law will happily help you close on the home of your dreams, refinance your current home, or provide a secure and determined future for your family and assets through estate planning. When you've reached your financial fitness goals, we're just a phone call away! (704) 280-9488. Good luck and we hope these tips and tricks are helpful.