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What is Financial Life Map The Financial Life Map Program was created on the premise that all life events carry a financial impact Some of these events have minimal emotional effects while others may seem life changing From marriage purchasing a home and a promotion at work to disability a house fire job loss or car accident these are just a few of both the good and challenging life experiences that we all face When events like this occur you need someone at your side to help you make the best financial decisions you can with the resources you have available Why Financial Life Map Making the wrong financial decision in times of deep emotional stress can linger with you for years and may permanently alter your long term financial goals Our Financial Life Map advisors stand ready to help you make sound financial decisions in both good and challenging times A GOAL WITHOUT A PLAN IS JUST A WISH Let us be your partner in creating and navigating your financial life map info harborfinancialinc com 516 295 1410 harborfinancialinc com linkedin com company harbor financial inc stephenjlevine Investment Advice offered through Latitude Advisors LLC 772 770 1950 Harbor Financial Inc and Latitude Advisors LLC are not affiliated companies Financial Life Map Financial life planning is about discovering planning and living your life story We will work with you to ensure that your life story meshes with your financial plan
How to create Financial Life Map UNDERSTAND Gain personal insight through the review process Understand your values financial goals your unique investor behavior and your financial beliefs ANALYZE Review and report your current financial status Analyze current financial status perform forecast and gap analysis to align plan with financial and life goals CREATE Action and Implementation Create and Implement financial life map Your advisor will provide ongoing monitoring guidance and communication and will work with you to pivot your plan as needed A plan around your life not just retirement or investments Life Is A Journey Your advisor will help you navigate only you can drive