Starting any journey can be simultaneously exciting and daunting. Only because I am going through the process, a wedding immediately comes to mind. Buying a house or car. Life milestones and achievements that should be celebrated but come with hurdles and anxiety. Coincidentally they all involve money which may lend itself to the stress. Planning money, saving, and retirement goals is no different but know your Financial Profile starting point. This brochure may be extensive but it serves as an exercise to see where you are currently, where you need help, and that it's possible the help you need might be a third party.
