LIFE IS A JOURNEY THAT STARTS AND ENDS WITH A PLAN On my first date with Traci, I had an agenda. I had a detailed list of all the things we were going to do down to the minute. As we left town, Traci took the list and crumpled it up, "Let's wing it". It went pretty well until it was time for dinner. We ended up at a drive-in restaurant. It was perfect, we ate without forks and talked without anyone around. We return to the drive-in each anniversary. It's our spot. Alright, I agree, having a minute by minute agenda for a first date is a little extreme, but we should have a financial plan that addresses milestones in our lives. Wheth- er you are just starting out, or years into your career or exiting a career, having a plan for the next steps is important. Monthly budgets or a long term retirement plans typically require more than winging it. Let's put a plan together for you. Call me today to set an appointment. I can also provide some second date pointers. Scott A McAdams, MBA Financial Advisor 575.751.3388 sott.mcadams@knightfinanciallimited.com knightfinanciallimited.com Securities offered through Registered Representatives of Cambridge Investment Rescarch. Inc. a broker-dealer, member FINRA/SIPC Advisory services offered through Cambridge Investment Rescarch Advisors, Inc. a Registered Investment Adviser. Cambridge and Knight Financial Limited are not affiliated. LIFE IS A JOURNEY THAT STARTS AND ENDS WITH A PLAN On my first date with Traci, I had an agenda. I had a detailed list of all the things we were going to do down to the minute. As we left town, Traci took the list and crumpled it up, "Let's wing it". It went pretty well until it was time for dinner. We ended up at a drive-in restaurant. It was perfect, we ate without forks and talked without anyone around. We return to the drive-in each anniversary. It's our spot. Alright, I agree, having a minute by minute agenda for a first date is a little extreme, but we should have a financial plan that addresses milestones in our lives. Wheth- er you are just starting out, or years into your career or exiting a career, having a plan for the next steps is important. Monthly budgets or a long term retirement plans typically require more than winging it. Let's put a plan together for you. Call me today to set an appointment. I can also provide some second date pointers. Scott A McAdams, MBA Financial Advisor 575.751.3388 sott.mcadams@knightfinanciallimited.com knightfinanciallimited.com Securities offered through Registered Representatives of Cambridge Investment Rescarch. Inc. a broker-dealer, member FINRA/SIPC Advisory services offered through Cambridge Investment Rescarch Advisors, Inc. a Registered Investment Adviser. Cambridge and Knight Financial Limited are not affiliated.