Have you ever had a knot in your favorite chain necklace that you are determined to get out?  How do you start?

You need to start pulling away at the knot to figure out your plan of attack, and oftentimes, you don’t get it right on the first attempt.  I find parallels in personal finances as well.  You might have a plan that is mostly put together, until you start looking under the hood and find a kink in the chain, that once fixed, really enhances your outlook.  Or, you can continue to ignore it, and what ends up happening is a knot so big, it’s more costly to fix, and worst-case scenario, it’s unrepairable.  Do you have a knot in your finances that you need to untie?

How would you feel if you had a plan to financially achieve short and long-term goals, and is flexible enough to creatively respond to life’s inevitable changes?  How would you feel if you had a relationship with an advisor who had an intimate understanding of your goals, abilities, and circumstances?

Uncomfortable and hesitant, or confident and secure?

What would it mean to you to have an advisor who is:

  • Independent (not required to sell proprietary products),
  • Commission-free (doesn’t receive compensation for suggested investments), and
  • Credible (15 years of experience, held to the highest fiduciary standard, and holds the top certifications in the finance and accounting industry)?

Is it time to untie your finances?

Regardless of the emotions these questions create, developing good habits, like exercising, meditating, following a certain diet, or saving for your goals, is a challenge we all share.  While you may have a financial advisor already or don’t think one is necessary, it’s important to craft a financial plan and formulate a strategy that will enable you to achieve your goals.  Even if you are 100% on board with the strategy you’ve agreed to adopt, take a step back to acknowledge if you’re truly following through on your agreed-upon tasks.  It’s easy for life to get in the way, but don’t let a road bump, or a knot in your favorite chain necklace, throw your future off track.  Click here to set up a call – let’s untie your finances together!