CHAPTER 5: AND NOW YOU SHOULD CONSULT A MAP

Our Partner Robert Jones deserves credit for the following graphic.  He built this from his personal perspective and knowledge base so it differs a bit from my own historical approach to financial challenges and opportunities in the Foundation part of your long-term financial game.  But bank on it: this is an excellent reference document!!  It will help you understand where you are, what might be coming at you over the horizon and how to prepare your plan to become a successful investor regardless of the vagaries of life. 

The flow in this chart is not exactly chronological, but rather organized in priority rank of the Top 6 Things to address to build a sound financial foundation for you and your loved ones.  You will recognize similarities and differences in approach and timing between my “Foundation” vignettes and this map.  Either will get you where you really want to be so use the one that works for you.  Better yet, consult both!