“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

Living a great financial life doesn’t just happen. The only way to comfortably secure your wealth is to have a plan. What goals do you want to achieve in three years, five years, twenty years, or when you retire? With these in mind, you can plan for successful growth in wealth and keep growing well into your later years.

When it comes to having a strategy for our lives, so many of us don’t know where to start. Here’s our advice: begin with the end in mind. It can be a short, medium or long term goal, but having the end in mind means that you’re putting yourself in the best position to make a start. The other pieces will come.

“If you fail to plan, you are planning to fail!” – Benjamin Franklin

Planning for your life is important, but it’s even more important when you want to become a business owner, start up a business or have a family. How will you earn enough money to look after your family if starting a business or what are you going to do when a newborn baby means a reduction in your income? These are some of the biggest challenges you can undertake and without appropriate planning they can turn into disasters for your wealth. Starting a business and a family are certainly two things you may want to do in your life and they are not the only things that need to be considered. Everyone is different and there is so much involved to ensuring that you have the financial freedom you deserve.

“In preparing for battle I have always found that plans are useless, but planning is indispensable.” – Dwight D. Eisenhower

Keystone Financial helps you plan and prepare for every aspect of your financial life. We will guide you to ensure that you’re in the best position to avoid financial strain at each stage of your life so that you can sit back and enjoy the milestones when they arrive. Developing your plan today is the first step in ensuring you live a great financial life.

Do You have Wealthy Habits?

The vast majority of rich people didn’t get there by accident or luck. Accumulating wealth requires maintaining a specific set of habits that foster prosperity. See how you stack up with your Wealthy Habits.

Our Great Financial Life Designer

PJ Patterson

I am a financial problem solver and whether it is personal or business related I will help you figure it out. I have the skill set, background and network to advise on any financial problem you need to solve. I’m a contrarian by nature and will not accept the status quo. Finally, if you want a professional that has your back, my firm and I will be there for you.

PJ Patterson, CEO of Keystone Financial offers his take on global macro markets and how they affect you.