Saturday, January 5, 2008

Step 5 - Implement the plan

Once all that groundwork is done, the time for action will have arrived. Your planner will be able to help you put in place the purchase of appropriate insurance policies and investments, as part of a - potentially radical - reengineering of your entire situation to bring you closer to your high priority goals.

This step may even require you to enlist other professionals, such as lawyers, stock brokers, unit trust, insurance, Trust-establishing and Will-writing professionals, to help you put the various building blocks of your customised financial edifice in place.