Schedule a meeting in the future as a follow-up to see how much you've accomplished, and if needed, make any adjustments to your Financial Action Plan. 

Need someone to make sure that you're knocking those items off your action plan? Need someone to check-in with you here and there? 

Ultimately, do you need a financial adviser that won't only help you manage money, but make it as well? Become a client and we'll work together on an on-going basis.