Financial Wake Up Calls: How to Know When Something is Off Track

Busy lives and demanding jobs can make it difficult to know if your financial plan is on track.  Join Karen Schaeffer, CFP® and seminar presenter for National Institute of Transition Planning, Inc., to learn the warning signs of a plan veering off course and what steps you can take to get back on track.  Course topics include:

  • Guidelines for appropriate use of debt
  • Setting realistic expectations
  • Tips for cash flow monitoring
  • How much house is too much
  • Investing do’s and don’ts
  • Essential documents