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Article Title: Roadblocks, Pit Stops, and Detours
Author: Jay Peroni
Category: Wealth Building, Personal Finance
Word Count: 757
Keywords: financial planning, certified financial planner, wealth creation, 
investments, savings
Author's Email Address: [email protected]
Article Source: http://www.articlemarketer.com
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On the journey of life, there are many things that can quickly detour or 
sidetrack us.  There are often financial barriers that create obstacles in our 
lives.  They can sometimes be a tiny pothole in the road, possibly a quick pit 
stop, a small detour, or even a large roadblock.  
 
I remember one time I took a long trip from New Hampshire to Pennsylvania for a 
wedding.  I had the route mapped out perfectly.  I knew the exact number of 
miles, the length of time it was expected to take down to the minute.  I had a 
list of freeways to avoid and left at the most opportune time - after the 
morning rush hour spree.  My goal was to make it to New York before evening 
rush hour and coast right into the Philadelphia area.   

I calculated and tracked my time methodically.  Things could not have been 
going any better.  I even started to envision making it there early and having 
a little time to myself before the rehearsal dinner. There was no traffic. It 
was like everyone knew I was coming and I was the only car on the road.  A 
little exaggeration, but you get my point. Life was good. I was making progress 
until I hit the Bronx area, and then BAM!  Road construction! I exclaimed,"No, 
not today. This cannot be happening!" I felt like all my plans went down the 
drain.

My plans changed
My travels and plans were suddenly at a dead stop.  From there, it only got 
worse.  We were re-routed off the highway through the city streets all the way 
to the next exit some five miles away. It took nearly an hour to progress what 
would have taken less than five minutes on the highway. The rest of the trip 
did not improve: pit stops, traffic jams, trouble with one of my tires, and an 
extra two hours of driving. So much for my plan!  What started out as a 
carefully calculated, precise plan turned into a long tedious, exhausting trip. 
However, much of this could have been avoided (alternate routes, leaving 
earlier, tire check before leaving, etc).  Still, once on my journey, I could 
also have made some adjustments along the way that could have made my trip more 
bearable.

Sometimes we have great intentions and expectations, yet life throws us a 
curve.  Even worse, many times we think we are fully prepared yet nothing can 
be further from the truth. A couple came into see me the other day.  We'll call 
them the Robinsons.  They had saved nearly $500,000 for retirement.  They 
planned to stop working within the next year or two and expected to be able to 
live comfortably in retirement. They had a false sense of security and expected 
God would take care of them.  I agree God does provide for our needs but this 
does not excuse us from carefully planning our future.  It will never go 
exactly according to plan, but it's much easier to recalculate, readjust, and 
make minor changes rather than having to completely shift course.  

It starts with an assessment
You need to have an advisor sit down with you and examine what your financial 
goals are and where you currently stand financially. This will help your 
advisor determine if you are headed in the right direction. After this initial 
assessment, adjustments can be made in the necessary areas to make sure that 
you achieve those goals. Your advisor then needs to provide you with ongoing 
support to make sure you are staying on target and make adjustments when 
necessary.

An eye opening experience
Through the assessment, it was quickly determined that the Robinsons needed 
some additional planning.  What they had assumed to be a solid plan actually 
lacked many core foundational strategies.  This was an eye opening experience 
for them.

Many times we base our decisions on faulty or unrealistic data.  We assume we 
will be fine. Yet fewer than 10 percent of people will ever truly experience 
financial freedom and independence. Will you be in the 1 of 10 who succeeds?  
Or will you be in the 9 of 10 who fail?  Do you know if you're heading in the 
right direction? I challenge you to take advantage of our free tool and access 
your current situation. You may be quite surprised or relieved once you get the 
results. What are you waiting for?

Jay Peroni, CFP, and author of The Faith-Based Millionaire and The Faith-Based 
Investor.  Jay is also the founder of http://www.FaithBasedInvestor.com, a 
faith-based investing newsletter and the founder of 
http://www.ValuesFirstAdvisors.com a firm dedicated to faith-based financial 
planning.
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