Showing posts with label financial planning. Show all posts
Showing posts with label financial planning. Show all posts

Friday, February 15, 2008

Financial Planning versus Vacation Planning

I was having breakfast with my Certified Financial Planner this morning. He brought up an intersting, funny, sad but true point: 90% of Americans spend more time each year planning their vacations than they do planning for their financial security. What a concept!... and then I thought about the hours we have spent just planning our annual camping trip to Yosemite. I get exhausted just watching my wife spend hours online; preparing menus, site reservations and organizing daily activities for our family and friends. Unreal. How much time have we spent discussing money? Zip. I'm guessing I'm not alone. So, it does make more sense to have someone ELSE do the driving when your money and future is on the line. If you'd like to contact a spectacular CFP with an MBA and a passion for increasing your wealth, Contact BRUCE FRANKEL with Yerba Buena Financial Partners. 415-334-8000 or email bruce.frankel@ybfp.com
I've referred several of my clients to Bruce and the results have been outstanding. Yerba Buena Financial Partners; "The Advocates Behind YOUR Success!"