FINANCIAL
Roadtrip Guide
Preparing for the twists & turns
Suppose you want to go Negril or even to Mobay, how is that journey similar to your financial journey? Among
many other similarities: clear directions and pressing the gas will help you arrive faster , whereas, never starting
the engine, or frequently pressing the brakes will slow you down.
.Are you ready for the road? Here are some tips to help you get on your way.
1. Before you start your engine . . . determine a destination:
If you do not have a destination/goal, why drive? No financial destination will have you
wandering aimlessly. Driving around in circles wastes your money but cash gets you
nowhere.
Determine your ‘financial destination’ with JMMB’s FREE goal planning
session (GPS). This will also help you to determine the journey’s full
cost. Your “financial trip advisors” will share financial solutions
to make it affordable or provide you with alternate “financial
routes” to get you to your destination. Now you can start
your engine!
2. Automate your savings:
Driving a stick shift vehicle on a long journey
can be tiring; an automatic is much easier.
This principle is also true with your finances.
Creating a standing order or salary de-
duction makes it easier for you to save/
invest automatically. To ensure you
cannot withdraw, do not get a debit
card for this account.
Creating a standing order to your
JMMB Wealth Builder portfolio
is like hitting the cruise control
button. Clients who invested
and made no encashments
enjoyed between 7.72%
and 20.47% from March 1,
2016 – March 31, 2017.