DO YOU VIEW MONEY AS A GOAL OR A MEANS?
Your goals say a lot about you. They reflect your value system and your personal philosophies on life, family, giving, making an impact. Not reaching your goals is deeply frustrating. Not having goals is deeply disorienting.
Being deeply enmeshed in financial planning has trained me to recognize that your money is a reflection of your deeply-held philosophies. As a fiduciary financial advisor I help my clients articulate their personal goals, remove the drags of financial inefficiency, and maximize all their financial resources – meaning, I help get you to your goals as quickly as possible.Start your own financial plan with me today and accelerate the realization of your goals.
MAKING YOUR GOALS A REALITY:
Achieving your goals is very doable. But people somehow manage to get in their own way! Either they float around with no plan, making their financial decisions on the fly. Or, they lose sight of the prize and get distracted by irrelevant billboards or technical details. Not having a financial plan will delay your goals, costing you more time and more money, or perhaps worse – not achieving your goals at all.
Having a plan will enable you to articulate your personal goals, remove any financial inefficiency from your finances, and maximize all your resources – helping you reach your goals as quickly as possible.
MY METHOD OF HELPING CLIENTS REACH THEIR GOALS:
Organize, Strategize, Maximize™Your finances can be organized, strategized and maximized, and the process can be simple, neat, rewarding, and fulfilling. Let me help you Organize, Strategize, Maximize™ your financial life
Meet with me one on one. We will set financial objectives in line with your goals, eliminate inefficiencies and map out your financial future.
Regular Webinars were I analyze various financial subjects and identify action steps for federal employees.
Monthly TSP reports with up to date analysis of the major movements in the market, and my recommended allocations for your TSP.
Connect all your accounts for a consolidated view of your entire financial picture. Including your savings, investments, debt & cashflow.
Financial planning exercises that help you define your retirement and insurance needs.
With mobile access to your client portal you will be able to look at your complete financial picture in the palm of your hand.
Here’s what my members have said and seen
This is a very serious service which usually translates into thousands of dollars of financial benefits every year, year after year, compounding.
Chuck M. was given 2 immediate action steps that translated into at least $25k a year portfolio growth, year after year for the rest of his life.
Sina Y. was given 3 immediate action steps that translate into a $350k increase in portfolio value by the time she retires (she’s expecting to retire in 10 years).
Anil K. was given 1 immediate action step with his rental property that saved him $8k on closing costs and spared him $8k each year in property expenses.
Nancy G. received 1 action step that saved her $3k a year on her insurances. $3k savings per year over a life expectancy of 30 years = $90k
Michael U. was given 1 immediate action step that translated into $3k of additional monthly Social Security benefits over a 5 year period. That’s $36k a year x 5 years = $180k!
Judy E. was given 5 immediate action steps that translated into $10k of savings over a two year period of time.
Over 90% of my members experience at least $3k of financial benefit within the first year. This is an amazing return on investment!
Choose the Plan that suits you best
Stephen Zelcer © 2020 All rights reserved
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