During these uncertain times, people’s financial situations may change due to the ongoing COVID-19 crisis.
We have built a monthly expense worksheet for you to complete which will clearly outline your income vs expenses for the months ahead.
Please click here to update your monthly cash flow projections.
If your situation has changed please let us know and we will update your financial plan accordingly.
As I always say to you in our annual meetings, you as an investor need to continue to do the following to be successful with your investments:
1. Have faith in our investment process.
2. Be disciplined in updating your financial plan with us each year and following our advice on savings based on our recommendations.
3. The hardest part, be patient. Understanding that markets run in cycles and we have a strategy to take advantage of the volatility, which we are doing right now.