Step 1: Identify your goals
Many people ask “what should I be doing with my money?” Your AXA Advisors financial professional will say “that all depends on what you want your money to do for you.” After all knowing what your goals are, is the first step toward achieving them.
You may have a variety of short-, mid- and long-term goals, big and small, such as:
- Raising children
- Buying a home
- Continuing education
- Changing careers
- Caring for loved ones
- Planning for retirement
- Purchasing a car
- Preparing for the unexpected
- Ensuring financial security
Recommendations from your financial professional
Based on what your financial professional has learned about you and your family, he or she can help you identify objectives that you may not have considered.
Before moving on to the next step, you’ll work with your AXA Advisors financial professional to prioritize these objectives.