It will be a wise decision for you to identify all the financial hindrances and do away with them in order to achieve financial independence. The factors causing problems includes a high tax burden, short cash flow of the client, present investments which are not enough and too much or too little insurance coverage.

Verify the written recommendations and solutions provided by the financial planner. Make sure that they are efficiently structured to meet your needs and don’t lay unnecessary stress on the purchase of certain investment products.

Re-assess your financial condition at least once in the year. This will account for changes in the present economic conditions and life. A review of the financial plan is necessary to ensure that the goals are achieved.