The "Real" State - Corona, CA

Prolegomena. My name is Tim Trainor. The goal of this blog is to be informative. I will use this space to write about my experiences, real estate in Corona, CA, finances, non-profit organizations and my life in general. My hope is that you would return to this page in an effort to learn more about my practice, as well as more about me. The initial focus is going to be on real estate, because it is such a relevant topic and because this is where my business is focused today.

Showing posts with label Financial Planner. Show all posts

Sunday, April 27, 2008

The Value of Financial Planning

1. A financial planner helps you keep track of - and make efficient - your financial affairs.

2. A financial planner helps create an organized, diversified portfolio, AND limits the dysfunctional emotional decisions that everybody makes with their own investments.

3. A financial planner helps you get into the habit of saving (investing) a portion of their income.

4. A financial planner helps you identify what is important in your life, and helps prioritize your goals.

5. A financial planner helps you turn a seemingly impossible goal into a routine that can be achieved.

6. A financial planner helps you bring the focus of your life from retirement to the present.