Most of you that have investments have recently received your end of year reports. I know that the first thing you look at is your total return. You want to know how did you do, or more correctly, how did we as CFP® professionals, do for you. We know this is important, but we are so much more than that for you.
We want to know how you are living your lives right now. What type of family obligations, celebrations, illnesses, and plans do you have on your plate for which we can help you plan. We want to know what your dream retirement looks like so we can help you plan for that. Recently, I met with a couple that is going through some big lifestyle changes, the husband is now disabled, their oldest son is getting married, and their daughter has two more years of college. All of this takes planning with regular reviews and updates for these lifestyle changes. We hold your hands, we cry with you, and many times we get to celebrate with you.
Financial planning is all encompassing, it is our passion. Yes, we are also concerned with the numbers – but we are more concerned about you, the person.

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