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Make 2020 The Year It Gets Done

Decorative 2020 with confetti for financial planning.

Procrastination is the #1 reason for financial failure. Many find themselves in a vicious rotating cycle, as described below, of putting off financial matters that need to be done NOW. Could you be in this cycle?

It’s January but we are just now getting over December, could we get this done in March?

It’s March but with taxes coming up In April, I plan to take care of this in May.

It’s May, but with kids and grandkids graduating, why don’t we tackle this in July?

It’s July but with summer vacation, how about waiting until August?

It’s August but with the kids/grandkids starting school, could we wait until September or October?

It’s October but we are just so busy with the kids’/ grandkids’ school activities, I don’t think I’ll have time until next month.

It’s November but with Thanksgiving coming up can we wait to get this done until December?

It’s December and with all the Christmas parties and getting ready for family to come in, I think we need to wait until next year.

Is there ever really a convenient time to go over financial matters?

Make 2020 the year to prioritize your finances by making an appointment NOW to get started and get ALL your financial matters in order. Contact Christian Financial Advisors and speak to one of our advisors to to pursue your financial goals in 2020.

The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.