Sequence of Return Risk
The most powerful yet simple financial tool you’ll ever use…is a piece of paper.
Listing your finances is the first step to discovering a good financial plan. You should be able to ascertain your net worth (what you own vs. what you owe), you should be able to see if your cash flow is positive or negative (income vs. expenses), and should be able to judge whether and when you might be able to retire.
It’s simple.
It all starts with a conversation.
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Insight Sheet
CONSULTATION
Insight Investments & Insurance
2120 Northgate Park #205
Chattanooga, TN 37415