Establish Your Personal Financial Independence Day

Each year, we Americans celebrate our independence won from England. We just celebrated this traditional American holiday, and I am always so grateful that I live in the land of the free and the home of the brave.


As a retirement and income financial planner, I often wonder how many people plan for and work toward their personal day of financial independence. When you live in a country that allows so many personal freedoms, everyone has the ability to work toward financial independence. I consider this activity as one of the greatest privileges.


I encourage my clients to establish a personal financial independence date and many of them have achieved their goals and celebrate the date of that achievement annually. Despite the ups and downs of the market and economic crises that affect the entire country and the world such as the global COVID-19 pandemic, personal financial independence is achievable. But it takes having a plan – a good, solid workable plan that one sticks to as closely as possible. Some people were actually able to save more money during COVID-19 than they did prior. You simply never know how any particular event might affect you. But, if you have a plan and can stick to it, you’ll see your way to financial independence while those without a plan will not.


If you’re ready to establish your personal Financial Independence Day, give me a call and let’s get started planning the route to one of the most exciting chapters of your life.


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