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Money Milestones

5. Connect with an advisor

Now that your debt is paid off and you have more than 3 to 6 months of expenses saved, it's time to connect with an advisor.

Tip 1: Schedule a complimentary, introductory meeting with a financial advisor.

It only takes a few minutes to schedule a no-cost, no-obligation consultation.

Financial advisors can help you create financial plans and assist with goal setting, budgeting, reviewing current investments, and helping with 401(k)s, IRAs, and Roth IRAs.

Tip 2: Plan ahead before meeting with your advisor.

Here’s what you can expect to talk about with your advisor and how they can help:

  • Determine and prioritize your goals.

  • Identify resources to help you fund your goals.

  • Discuss income and retirement.

  • Create a personalized plan.

  • Review and put your plan into action.

Tip 3: Follow up with your financial advisor at least once a year.

Staying connected with your advisor can help you adjust your course to financial freedom as needed and keep you on track to retire with confidence.

Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. FAIRWINDS Credit Union and FAIRWINDS Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using FAIRWINDS Wealth Management, and may also be employees of FAIRWINDS Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FAIRWINDS Credit Union or FAIRWINDS Wealth Management. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by NCUA or Any Other Government Agency

  • Not Credit Union Guaranteed

  • Not Credit Union Deposits or Obligations

  • May Lose Value

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS