A Second Opinion and a Cup of Coffee
By Lisa Strohm
Have you ever made a decision, and then second guessed yourself when life situations changed? While it’s important to revisit goals and strategies for any part of your life, it’s even more critical for your finances.
For example, life changes may have come your way, altering your financial priorities. Or you may be curious about different financial strategies and want to make sure that your plan is still the best one for you. Maybe you are questioning your investment plan with the volatility and confusion of the markets. In order to stay committed to your plan, you need to have complete confidence that it is still working for you and taking you where you want to go.
If you are nodding your head as you read this, here’s what we would like to offer: a cup of coffee and a second opinion.
A Financial Review
By appointment, you’re welcome to come in and sit with us for a while. We’ll ask you to outline your financial goals and review your current strategies and plans, from your 401(k) to insurance, so that we know where you stand, where you want to be, and so that we are on the same page with your objectives.
We can answer any questions you may have about financial planning, from budgeting to creating purpose with your money. Then, we can apply your concerns, ideas and aims to your current plan to see how everything lines up.
There’s No Harm in Asking
Once we have a good overview of your financial picture, we will be happy to let you know if we think your strategies continue to be well-suited to your long-term goals. If we believe your current plan meets your needs, we’ll gladly tell you so and send you on your way.
If on the other hand, we think your plan no longer fits your goals, we’ll explain why, in plain English. And, if you’d like, we’ll recommend some alternatives. It may be that adjustments are needed based on your age, current economic woes, or a change in priorities and plans.
It never hurts to take a second look at your financial plan to ensure that it is up-to-date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams.
Regardless of the outcome of our second look, you will have full confidence in your decisions and in your financial plan. Either way, the coffee is on me!
Let me help you evaluate where you are now, determine where you would like to go, and address any gaps that may be apparent. If you are ready to revisit your financial plan, send me an email at firstname.lastname@example.org or call 484.224.3439. You can also click here to schedule your free introductory meeting.
Lisa Strohm, CFP®, MBA is the founder and CEO of The Athena Network and Good Life Advisors of the Lehigh Valley, fee-based wealth management firms. She specializes in providing financial planning, investment management, and life management services for women and their families across the U.S. With more than 16 years of industry experience, she sets her firms apart from traditional wealth management companies by focusing on providing clients with an educational, collaborative, supportive experience that inspires her clients to engage in their financial lives. If you have a question, please click this link to schedule a phone call today. To learn more, visit https://the-athena-network.com/ or connect with Lisa on LinkedIn and Facebook.
Investment advice and financial planning offered through Good Life Advisors, LLC, a registered investment advisor. Good Life and The Athena Network are separate entities.