Reasons you've been avoiding your financial plan:
- You are eager to make decisions but are afraid of making a mistake.
- You don't know where to start.
- You don't know who to trust.
Afraid of Mistakes?
You’re about to get married and need to figure out how to combine finances. Or that first child is on the way and you’re busy enough thinking of names, you don’t know which college savings program is right for you, or if you have enough life insurance. Just signed new employment paperwork and you have 30 days to decide which benefits to apply for. Moving through life creates financial opportunities that you don’t want to miss out on. We have lots of experience guiding early career professionals though these and many other challenges.
Where to Start?
Getting organized is the first step towards better understanding your current financial picture, the direction you are heading in and the barriers that may stand in the way. Working with us you can be confident that we’ll cover all the bases and that you’ll be left knowing more about your strengths and weaknesses and how to plan around them.
Who to Trust?
Finance is personal, so it’s hard to rely on impersonal advice. Working with a holistic planner ensures that we better understand what it is you’d like your money to do for you in life. No matter who you work with, ensure they are a fee-only fiduciary and qualified to give advice.
I am eager to assist.
Please feel free to get in touch with me whenever you have an inquiry.
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