Without a doubt, there’s this hole in the market for middle-income folks who are making major purchase decisions often siloed from all the other things swirling around in their financial lives. Sadly, the majority of professional financial advisors are focused on retirement planning and investments especially for the high-wealth individuals. After all, this is where they can make the most money – who can blame them?
Unfortunately, that leaves a large number of us turning to online, narrowly focused calculators – think about the last time you googled “how much [house, car, vacation, etc.] can I afford?”. Or if we’re super ambitious perhaps we found a spreadsheet template online or created our own.
The everyday choices are easy to justify in the moment, but all those strokes can add up to paint the picture of a very different financial future than we ever intended.
The fact is that, traditional financial plans are expensive and advisors are often motivated to talk to you about life insurance and mutual funds. The MyLife Timeline is a FREE tool that gives you the power to see for yourself how things are going and discover a better path forward that fits your life.