What are the building blocks of wealth?

1. Income
2. Thrift 
3. Goals
4. Working with a trusted advisor to help you stay on track

We all know income is a cornerstone of any wealth building plan. It is not, however, the only one...

Thrift - achieve this cornerstone by creating a realistic budget and sticking to it. A little immediate gratification now can cause stress in the future and keep you from meeting your goals.

Goals - knowing what you want and having a plan to get it. Your goals may be as small as saving for a new wardrobe item or as big as buying a house.

• Take the time to develop S.M.A.R.T. goals (Specific; Measurable; Attainable; Realistic; Timely) or work with a coach who can help you define your goals.
• When you are faced with a financial decision always consider which option will help you achieve your goals.

Your trusted advisor can help you define your goals, create a budget to help you achieve your goals, and review your plan regularly to make adjustments and help you stay on target.

What can Ridgeline Wealth Advisors do to help you on your path to wealth?

As your trusted advisor we can help you plan for success and the unexpected events that can derail your financial plans. 

We can take the stress and uncertainty out of your personal finances and help you achieve Financial Serenity.

We can assist you with:

• Creating a budget to help you pay off debt and setting aside an appropriate amount for emergency savings.
• Identifying potential areas of risk and deciding how to handle that risk.
• Implementing a plan to start saving for long-term goals like retirement or college education for your kids.