personal financial plan and roadmap
  • By Allan M Block Blogging Team
  • Posted December 18, 2018

How To Create A Personal Financial Plan And Roadmap

When folks start a trip across town or cross country, they plug the destination into their phone, tablet, GPS or smart watch. Up pops a route map with turn-by-turn directions a click away. Compared to getting lost along the way, this is smart thinking.

So why do so many people fail to make the same preparation for something as critical as their personal finances? Getting lost along your financial way can prove far more disastrous to your future plans than a late trip arrival. Even if you have researched specific products and services, have you determined how best to tie them together to form a seamless financial journey? Or do they remain randomly acquired building blocks you hope will someday turn out for the best?

A personal financial plan is your GPS. Whether you are creating one for the first time or looking for a comprehensive review and update of your current plan, our financial professionals can provide crucial advice and counsel.


For more information or answers to your insurance questions, contact us at Allan Block Insurance Agency,, located in Tarrytown, NY in the heart of Westchester County, a key business district near New York City.  We write auto, home, renters, condo, co-op, personal, business, life and group insurance for clients locally and in NYC, CT, NJ, PA, MA and many other states. The Professional Agency with the Personal Touch.