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T. Phillip Boggess - Planning First Steps

March 7, 2017


T. Phillip Boggess of TPB Financial discusses the critical first steps of planning.

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Host: Bill Black, The Exit Coach Radio Show - the Information Station for age 50+ business owners. 


Bill: What's the first step in planning? Here's T. Phillip Boggess

T: The first thing for everybody, whatever you're doing, is you need to get started. The plan isn't worth the paper it's written on, unless you take steps to move toward your goals and take the action steps you had in there. The reality is, the earlier you get started on most of these things, the more options you have, the more likely you are to be able to accomplish what you're trying to accomplish. And the second part is, your plan has to be flexible, and you have to review it to make sure over time that it's still performing the way you want it to, because things change, you know, whether it's laws, taxes, economic environment, your goals, your personal situation, it's gonna change. So, we have to review it and make whatever tweaks are necessary along the way to keep you going along that path, or making the turn, if your goals have changed, to your new path so we are going the direction that you want to go at that time. 

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