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Need a financial planner to assist me with establishing a budget, short term, and long term investment plan, and retirement plan. Need assistance with budget, passive income, investment, tax and credit strategies as well. My last three W2's have been between $280-$320K, and need a good financial management strategy.
Take a couple of years off work to have children - within 5 years
Buy a home - within 5 years
Trip around the world (and not stay in hostels.) :-) - within 3 years
Write two books - 12 months
Produce singing album - 12 months
Develop Lifeclass for Kids Program - within 8 years
Retire comfortably - $200K living income per year - (stay at current job max another 10 years)
Children's fund - for education, entrepreneurship, or travel ventures
*(although not as connected to this goal because I paid my own way through university & life, but would be nice to have for unplanned circumstances.)
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