You’ve Got the Power.
Easily one of the most powerful, and often overlooked, tools in the financial management tool chest is the comprehensive financial plan. Of course, not all plans are created equally. It’s one thing to write down a couple of ideas, goals, and dreams. But it’s quite another to do the math, the calculus, the long range projections, and stress testing simulations over decades of changing variables. But in the end, the effort is always worth it. Imagine having access to a tool that updates every day with changes in the market conditions, and clearly illustrates the likelihood of your financial success, or failure, over the next several decades. Imagine how this information could affect your choices, your dreams, and your timeline for achieving them.
The Math Behind Your Dreams.
Just because this is possible, doesn’t make it easy. It takes sophisticated calculations, and years of experience, to make the correct judgments and interpret the results. However, your part is relatively easy. By providing us with clear data points, you can leave all the heavy lifting to us. We will need easily available pieces of information from you. Things like your tax return, investment statements, paystub’s, insurance information, retirement plan documents, benefits packages, debt statements, and other income and expense information. Wonderfully you can link all this information in a secure fashion on our financial portal. So horribly boring things like budgeting, and expense tracking, will plague you no longer. The drudgery of completing a budget or tracking expenses over a variety of accounts will be a thing of the past.
Flexibility and Variety.
Change is easy. If you wake up tomorrow morning and you decide you want to retire in five years instead of fifteen, a simple email or call to our office will garner the result in minutes. Not days or weeks. Because all of your data is updated every day we are on top of your entire financial situation at every minute. This gives you the ability to change your mind, to be flexible, to seek variety in your life ambitions, and to leverage your financial resources to propel you in those directions. Instead of being chained to a financial chaos, you are empowered by the clarity afforded by real time financial analysis. What an improvement!
Fiduciary Advice.
Few things match the power of experience, and education, and credentials, and the fiduciary duty to act in your best interest. Imagine if you had the ability to call up such a person, a live person, who knew you, your situation, your objectives, your interest, your shortcomings, your challenges, your family, and was charged with helping you make the best decisions for you. Who was required to place your interest ahead of their own. Imagine the impact that could make on your life.
Live the Life You Love.sm
Now imagine that this person had helped hundreds of other people do exactly that which you are trying to do. Had done it themselves. Had made a career of mastering exactly how to do it. And had made it their professional mission to help you Live the Life You Love.sm How much of a positive impact do you think this could make in your life? Maybe it’s time you found out. Let’s Talk.