Meet the future you!
A financial life plan is a model, or simulation, of your future life. Most people think numbers, graphs, and financial mumbo jumbo. And ok, sure, there are numbers and charts in the plan. But this isn’t about numbers and charts (BORING!). As experienced Certified Financial Planners™, we know how to bring a book of facts and figures to life, giving you a priceless glimpse into your own future.
Creating your ideal future.
10% of Americans do virtually no financial planning of any kind.
Source: 2013 Household Financial Planning
Survey and Index
The best part about modeling your own future is it lets you change the parts that you don’t like. Your future isn’t something that just happens to you. It is something you should be creating, molding, and PLANNING every step of the way.
Don’t like where the present path is taking you? We can show you a new Financial Pathway… one that leads to the future life you desire. See why we love this work? We don’t create financial life plans, we create futures!
Benefits of a financial life plan.
Having a financial life plan can lessen anxiety and stress by reducing uncertainty. Like many people, you might postpone things you don’t like to do. But your spouse might not let you get away with that tactic. Financial life planning can reduce marital strife by establishing common goals and easily measured benchmarks. One recent study found having a formal financial plan can actually make you feel wealthier!
Almost every client we create a plan for expresses a sense of relief and satisfaction from just knowing where they stand and what they need to do to achieve their goals. Click here for the Top 10 Reasons to Create a Formal Financial Plan.
If you are ready to start shaping your own financial future, we can help. Come sit down with us and tell us about your life, your goals, and your dreams. We will look over your current situation and explain how we might be able to help shape and bring to life the future YOU choose to live. There is absolutely no cost, no obligation, and never any sales pressure. Once you see how financial life planning can bring the future of your dreams to life, we honestly don’t think any sales pressure will be necessary!
Pick our brains, we’re here to help!
Stop worrying or worse, putting it off until tomorrow. You don’t have to go it alone. Give us a call at (908) 203-4664, or send us an email using the form on this page. We’ll explain how a financial life plan could work for you. We look forward to speaking with you.