No two financial plans are the same, especially when you take into account the different stages of life. For instance, a person in their 30s will need very different advice from someone in their 60s. From our perspective, an individual’s working lifetime can be broken into four major life stages
Stage 1: Young Professionals
Stage 2: Couples and families
Stage 3: Pre retirees
Stage 4: Retirees
Within each of these life stages, there are different priorities, financial challenges, and goals that individuals face. By preparing and planning for the next stage of life, you will stand the best chance of fulfilling your dreams and aspirations.