CIMA®, CFP®, RICP®, RMA℠
Searching for a financial advisor can be a challenge. Many clients will default to the “financial advisor near me” search in their web browsers. Others will ask a trusted friend or family member. Trying to find an expert that you can trust with your financial life is not an easy task. And, with the crazy pace of life, who has time for financial planning anyway?!
My stats: husband, father, entrepreneur, community leader, industry leader, son, brother, friend, and trusted financial advisor. Trust me, I know how it feels to be perpetually busy. Being busy is also the reason I know how important it is to create a financial plan for yourself now. We must be intentional. Life passes so quickly.
You are the hero of your own financial story. Your ideas about wealth creation, investing, cash flow, and retirement income planning may not seem unique. If you consider your personal story, beliefs and goals; things get unique quickly.
That’s a good thing!
One thing I’ve learned from experience is that that there are some complexities and challenges that can present themselves at different phases of our financial journey. Retirees have financial needs and decisions that aren’t present during your working years. Likewise, the planning conversations and processes for young families and entrepreneurs shouldn’t look the same as they do for retirees.
I encourage you to consider what a fulfilling life looks like to you. If you could put yourself on the path to living the life of your dreams, how soon would you want to begin? As soon as possible, right?
My life’s journey has made me passionate about serving families in their financial lives because money has a way of touching everything. Financial stress and unmet financial goals can have a significant impact on couples and their loved ones. Too often, we delay addressing our financial concerns about retirement, paying off debt, funding college, or investing.
If you are someone that wants to take control of your financial future, let’s connect to see if we are a fit. Financial decisions are really life decisions, and I cannot wait to help you plan for the road ahead.
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