As I was getting ready to walk out the door this morning, Rae (my two-year-old) said, “Wait Daddy. You almost forgot to bring an apple.” She watches me pack my bag each day. Normally it includes two eggs, an apple, coffee, and water, among other things. I knew I was skipping an apple, mostly because I was in a hurry and didn’t want to take the 10 seconds to grab it. With my daughter’s help, I went back and grabbed the apple. I will eat healthier today thanks to her.

We all need an accountability partner in life. They help us make the choices we know we should do but might otherwise skip. For many people, this is the reason they have a financial advisor. The steps to achieve financial success are pretty easy:

  1. Identify your goals
  2. Track your progress
  3. Make needed adjustments as your goals or progress changes

It’s the implementation that gets tricky. When life gets busy, I’m here to keep you on track to achieve your goals. Let me know if you want help.

About the Author:

John has more than ten years experience as an Investment Advisor. He focuses on devising and maintaining portfolios that meet individuals’ needs, investment research, and investment strategy. John has been recognized as a “FIVE STAR wealth manager” by Twin Cities Business Magazine 2016-2020.

Legal Disclaimer: These posts do not constitute an offer or recommendation to buy or sell any securities or instruments or to participate in any particular investment or trading strategy. They are for informational purposes only. CTW gathers its data from sources it considers reliable. However, CTW makes no express or implied warranties regarding the accuracy of this information or any opinions expressed by the author and may update or change them without prior notification.