The Music Inside You, Creating a Roadmap for Financial Success

This unique and proprietary workbook is offered to all Pasztor & Associate's clients. By thoughtfully working through this personal roadmap the financial planning process will be much more meaningful and productive. You will become aware of some areas that you need to work on immediately. You will also develop specific longer-range goals to strive for that reflect your values.

Dream! Take time to stop and look at the big picture, and think and reflect. Set goals that reflect your governing values, paying close attention to your interior world. What is really important to you? Then plan, and take action.

"Our truest life is when we are in dreams awake." (Henry Thoreau)

Take responsibility to do what you want to do to earn your money and/or spend your valuable time. Never stop learning. On one end of the spectrum is "just a job," and on the other end is "Life's Work."

Manage your risk and protect you and your loved ones as much as practical. Plan for the unexpected. Insurance and estate planning are necessary, and generally don't take very long to put in place.

"If you don't know where you are going, you'll end up somewhere else." (Yogi Berra)

Consistently save and invest for the future, always paying yourself first. This is necessary for most medium and long-term goals and dreams. Let time and diversification work for you.

"Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do." (Mark Twain)

Live in the moment, treasuring time spent now. Memories are created when we experience life fully. Relish the moment, for we do not know when our time on this earth will be up. Balance work and play.

"Look well to this one day, for it and it alone is life." (Anonymous)

Educational seminars are available. Please contact us if you are interested.

Please Note: The $45 fee for this workbook is waived for clients of Pasztor & Associates.

Return to top of page or Homepage