Meghan Drane - First Command Financial Advisor

That time I went to vacuum and came back to…whatever this was. 😅
Some things in life are unexpected. Your financial plan shouldn’t be one of them.
Make an appointment and make a plan! With your financial plan in place you’ll have more time to deal with all the other unexpected things life brings your way.
Still taking appointments via zoom or in person. 😊

Over the holidays, the boys and I updated their room. We had to build two beds and three dressers. From IKEA. 😩🙈.
It was a little slow moving at first, but once we organized the parts and created a plan we did a pretty great job. At the end of the day, we accomplished what we set out to.
Financial goals are no different! Sometimes they can feel complex and overwhelming, but when you sit down, assess the situation and create a plan…you are much more likely to get closer to your goals!
See what you have. Decide where you want to end up. Identify the tools and plan to help get there. It’s the basics of furniture AND wealth building. 😉
If you need furniture built, please call someone else. 😂😂🥴 But if you need a financial plan or want to get a professional opinion of the path you are currently on, I’m taking new clients this year and would love to sit down with you!

What are your financial goals for 2022? Here are the top three financial aspirations indicated by our recent Financial Behavior Index survey. Are any of these on your list, too?

Having a plan is an important part of goal-setting. Bring your goals to me, and together we can work on a plan that will help move you closer to where you would like to be. I'm taking meetings in person and via zoom!