Financial Journey

Your best life - your true wealth - exists at the intersection of your life goals and your financial goals.

For that reason, Celtic Financial Group believes that successful planning means getting to know you, your short- and long-term goals and why they are important to you.

In our first meeting, in addition to learning about where you are currently financially, we’ll go through important life questions like:

• What was your best/worst financial experience?

• How concerned are you about the daily ups and downs of financial markets?

• At what age do you wish to retire?

• What legacy would you like to leave behind – for your children, grandchildren, community?

• What does your dream life look like now? What does it look like 20 years from now?

• What are your biggest concerns financially – now and in the future?

• What are some big financial investments you anticipate in the next 10 years? What about 20 years (college, weddings, home improvements, new home, etc.)?

Then, we will develop a sound (but flexible) investment strategy to get you on your way to realizing your true wealth. Because after all, it’s not about how the market is doing, it’s about you’re doing.

Ready to take the next step? Stop by and visit our office, email, or call to learn more about how Celtic Financial Group can help you!