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
The only way you will know if you are financially and mentally ready for retirement, is by planning it! If you are serious about retirement, then this is your reality check!
Inside you’ll address:
“I’ve never worked with a financial planner before. What does it look like?”
The financial planning industry is loaded with “financial planners” that are really product pushers. Unfortunately, this has resulted in many people avoiding the financial planning practice altogether, dismissing it as being just a sales tactic. However, not having a financial plan usually causes people’s financial lives to drift whimsically and be laden with financial inefficiencies! We need to right the ship!
Join me in my upcoming webinar: “Goals & Inefficiencies – The core of all financial planning” and we’ll answer the above question while discussing the three broad benefits of financial planning:
Whether you’re looking for a financial planner or you’re a “do-it-yourself-er,” this webinar will:
Register for my upcoming webinar: Wednesday, September 16th, 12pm ET
I have over 10 years of financial planning experience with individuals and couples at all levels, including executives and judges.
Stephen Zelcer © 2020 All rights reserved
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