You’re reading these words because you’re interested in getting better control, or a better understanding, of your personal finances. In short, you don’t want to worry about money. You know what it means to work for a living. You’re not independently wealthy, or at least you haven’t always been. And you’re more interested in a satisfying life than you are in stacking up as many dollars as you can.
You don’t believe in the saying that “he who dies with the most toys, wins.” You do believe that money is a tool you can use to get not only the things you need, but also to have a more satisfying life.
So you don’t want to spend all your time thinking about investments or worrying about money. And over the course a year, you want to see measurable progress toward your financial goals, and your life goals as well. You may want help with tax planning or preparation, investments, insurance, wills and estate planning, cash flow (budgeting), recordkeeping, or college planning.
You, or a friend or family member, may have had a bad experience with a financial professional in the past. You want to work with an advisor you can trust, a fee-only advisor who takes no sales commissions from anyone, at any time, for anything. And while you don’t want to become a finance guru, you do want to work with someone who’ll explain their recommendations in terms you can understand, and with a logical approach that doesn’t require you to watch your money all the time. You want an advisor who is independent, but has the expertise and the resources to make a real difference in your financial life.
If this sounds something like you, and if you’re ready to stop worrying about money, call Practical Financial Planning. Let’s get started on the future, and the present day, that you really want.