So is now a good time to start financial planning? As the saying goes, "The best time to plant a tree was 20 years ago. The second-best time is now." You can't make up for the past, but you can get started. Most people may think of financial planning and only think of investments and retirement planning, but the financial plan is so much more. No matter where you are in life, preparation is essential. Don't think just in terms of retirement, but consider all of the transitions in life, both for you and for your family..  

• Birth

• Preschool

• Elementary school

• Middle School

• High School

• College or leaving home for the first time

• First job

• Marriage

• First home

• Kids

• Going back to school

• Job change

• Second home

• Career change

• Starting a business

• Moving to another state

• Kids college

• Kids marriage

• Empty nest

• Disability

• Retirement

• Un-retire

• Late career change

• Downsizing

• Senior Living Center

• Long Term Care

• Spouse death

• Death

Each of these transitions will affect your finances. You need a financial plan that includes all of these. Life is uncertain, and a plan can address those uncertainties. So no matter where you are in life, today is the day to get started.  Also, go ahead and plant a tree.

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