Am I Saving Enough?

The short answer to this question is “Probably not!” A rule of thumb for many people is to save 15% of income. This may or may not be realistic for you. However, in our experience we have found that many clients are capable of saving much more than they have in the past. We help our clients set goals and structure their cash flow in a way that you “pay yourself first” by setting up automatic transfers and deposits. It is important to know if you are on-track to meet your financial goals. Once you have clarity in this area, you can adjust your planning as needed and set realistic expectations.