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Choosing a school.

When selecting a school, location, financial considerations, and reputation are crucial. A driving distance is preferred, but the institution's affordability is paramount; avoiding debt through loans is essential. Look for a well-known school that aligns with your field of study. Key factors include writing a financial plan, understanding investment goals, and recognizing risk/reward in your financial journey. Stay informed with resources like Fidelity or NAPFA for personalized advice. Plan for a successful future by choosing wisely today.

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Choosing a school.

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  1. By Austin Denino Choosing a school.

  2. Wes Moss, CFP LOCATION: LOCATION IS NOT THAT IMPORTANT TO ME. I WOULD WANT TO GO TO A SCHOOL THAT IS IN DRIVING DISTANCE.

  3. Price: • Price does matter to me. I do not want to take out any loans and have to be in debt after school.

  4. Iwell known school I want my school to be well known for what im going to go there for

  5. Written Financial Plan Assign Investment Goals

  6. Written Financial Plan Mapping the Route to Your Destination… Retirement ? Today…

  7. Risk Planning Understanding Risk/Reward Cash Income Growth RISK LOW HIGH REWARD Cash Income Growth

  8. Accumulation Hierarchy of Investment Savings

  9. Fill Buckets Your Buckets… Cash Income Growth

  10. Bucket Approach Your Buckets… Income Growth Cash

  11. Monitor & Review Your Progress Manage Your AllocationPhase I

  12. Manage Your AllocationPhase II

  13. Economic/Investment Data

  14. Successful Retirement • Assess what phases of the investment cycle you have accomplished… • If you’re ready to move forward, you can visit Fidelity, Schwab, Vanguard, or [insert firm name] for help. • Don’t feel comfortable working alone? Visit www.napfa.org to locate a Fee-Only Advisor in your area. Wes Moss, CFP® Chief Investment Strategist Capital Investment Advisors, Inc. 200 Sandy Springs Place, Suite 300 Atlanta, GA 30328 404-531-0018 www.yourwealth.com

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