Money Monday: Financial plans, and why you need one

“You may hear the term “financial plan” and imagine thousands of dollars spent and hours in a stuffy broker office discussing the benefits of a diversified portfolio. Or maybe you think financial plans are only for those who, well, have finances. Not so and not so. Every adult needs a financial plan, no matter how much money you have (or don’t have) and how old you are.”

Think through your finances and set up a plan. Consider the following questions:

  1. What’s your current financial situation?
  2. Where do you financially want to be in the short-term, and also in the long-term?
  3. How can you get there?

Read up on Forbes’ advice here: “What Is A Financial Plan, And Why Every Adult Needs One“.

John A Silva
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John A Silva

John Silva has over 21 years experience in residential real estate. He is a San Diego native, specializing in helping sellers & buyers, with extra experience in: modifications, short sales, and negotiation.
Contact me today for real estate assistance! (619) 890-3648 | Email me
John A Silva
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