The First Step is the Biggest

Is there anything more monumental in a child’s life than their first step? They were crawling for so long. They scooted around in their baby walkers. They stood, shakily, holding onto the rail of their crib.

Then, it happened. Standing in the middle of the room. They lift a foot and set it down. “One small step” indeed. They are on their way, and nothing is going to stop them.

Creating a financial plan is a lot like that. The first step is always the hardest. And perhaps the most memorable.

First, there’s the decision that this is what you want to do. That may be the most difficult part. Your finances will be exposed. Everything laid out so you’re completely transparent. The good news is it gets better…a lot better.

Now, instead of exposing yourself, you’ll be exposed to all the services offered by your financial planner. Here at J Benjamin Financial, we use top notch financial planning software. You can learn more about these resources by following this link: https://jbenjaminfinancial.com/client-resources/.

The bottom line is once you are up and running, you’ll be able to access financial planning software to help you make wise investments, plan for your retirement, protect you in case of accident or death and even make plans for your business.

It all begins with your first giant baby step. To take that step, call me at (843) 352-3262 or text me at (843) 474-6645.

This commentary on this website reflects the personal opinions, viewpoints and analyses of the J Benjamin Financial employees providing such comments, and should not be regarded as a description of advisory services provided by J Benjamin Financial or performance returns of any J Benjamin Financial Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. J Benjamin Financial manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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