Financial Planning

May 20, 2020

Over the past few months, we have been living a new “normal.” This includes wearing face masks in public, social distancing, and communicating with our friends and loved ones not in person, but almost entirely virtually. These changes may cause you to pause and consider your priorities and what your future looks like. Many things in life are out of our control, but working with an advisor to create or revise your financial plan is a great way to take charge.

Difficult Questions.

Can I or should I retire now?

When is the best time to take Social Security?

Should I keep putting money into my 401k?

Do I have enough money in my emergency savings?

Is my estate plan current?

Are my investments too risky?

Do I need to revise my spending?

It’s enough to keep anyone up at night! Working with an experienced professional will take the guesswork out of tackling those questions on your own. Collaborating with a CERTIFIED FINANCIAL PLANNER® will allow you to definitively answer these burning questions and can help address issues and opportunities you may have overlooked. By developing a long-term relationship with your advisor, you can adjust and update your plan as your life changes and new issues arise.

Make rational decisions.

With the unprecedented uncertainty we face, a well-developed plan gives you the structure to stay focused on what you can control and ensure that you make the best choices in dealing with the challenges and opportunities ahead. Your plan serves as a dependable guide to making your way through any circumstances you will face.

Peace of mind.

What is really important about money to you? Most of us don’t want to focus on money, we just want it to be there so we can live the lives that we want. Having a financial plan and a trusted advisor to work with is priceless. Your advisor will monitor your financial situation and help you navigate each phase of your life, and allow you to focus on what is most important to you.

Don’t put off today where you want to be in the future. Get the peace of mind that comes from having a plan.

Financial Planning – More Important than Ever