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Presented by Patricia A. Sturr, CFP®, CRPC®
The “perfect” financial plan won’t do you much good if it doesn’t meet three necessary criteria:
Before taking the next steps to put this plan into action, pause and ask yourself the following questions. It will help us ensure that we are on the right track and alert us if there is a need to make changes.
Pillar 1: Does your financial plan meet your goals?
Pillar 2: Is your financial plan financially feasible?
Pillar 3: Can we implement this financial plan?
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
Patricia Sturr, CFP®, CRPC® is a financial advisor located 5000 SW Meadows Rd., Suite 399, Lake Oswego, OR 97035. She offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. She can be reached at 503.496.5400 or at email@example.com.
©2013 Commonwealth Financial Network®