5. Connect with an advisor

Now that your debt is paid off and you have more than 3 to 6 months of expenses saved, it's time to connect with an advisor.

Tip 1: Schedule a complimentary, introductory meeting with a financial advisor.

It only takes a few minutes to schedule a no-cost, no-obligation consultation.

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Tip 2: Plan ahead before meeting with your advisor.

Here’s what you can expect to talk about with your advisor and how they can help:

  • Determine and prioritize your goals.

  • Identify resources to help you fund your goals.

  • Discuss income and retirement.

  • Create a personalized plan.

  • Review and put your plan into action.

Tip 3: Follow up with your financial advisor at least once a year.

Staying connected with your advisor can help you adjust your course to financial freedom as needed and keep you on track to retire with confidence.