Happy 2018! I hope you all had a wonderful holiday season, enjoyed time with friends and family and made new memories.
Has anyone noticed how starting the end of December, the tv is flooded with commercials for weight loss programs and gym memberships? Advertisers know that many people write resolutions in January and they hope to cash in on it.
What about your resolutions? Did you make any financial ones?
Don’t worry … I’m not about to ask you to go on some big financial diet.
One of the easiest financial resolutions to take care of, without causing you too much pain and discomfort, is organizing your financial junk drawer. Many of my clients come to me with a cluttered financial mess: a product over here from an insurance agent, an investment over there from a stock broker, something they bought from a relative briefly in the business or try to manage themselves. There is no cohesiveness to it: ultimately there is no overall plan.
At WWM, we believe it’s important to organize that financial junk drawer and make some sense out of it. With an overall plan, we can take a look at the products you currently own and work to ensure they are properly coordinated and integrated; all working together properly.
I like to think of the service we provide similar to that of a conductor to an orchestra. Without a conductor, all the various instruments would go off course and be played at the musician’s discretion. However, when a conductor leads the group, all the instruments come together to make beautiful harmony. That is our goal – to help you create a harmonious financial plan.
If getting your financial junk drawer in order is one of your resolutions, please let me know. We are happy to review, and together, create a plan that makes helps you achieve are of your dreams
Thank you for reading, visiting, and being a part of this new blog forum. Please feel free to share with others who may find it of value.
Signing off with The Wright Words, and wishing you the best,