This seems like a pretty simple answer to an obvious question, but the reality of creating a comprehensive financial plan is a lot more complex than most would think. Financial planning isn't usually at the top of peoples' list when big life events happen - having children, receiving an inheritance, or even a change in employment.
These life events bring lots of emotions, and that's exactly why (in my opinion) it is the perfect time to plan. Emotions come and go, and as humans we often justify our actions after we've already made the decision to do something. Now, not that there is anything wrong with spending your money on fun things or experiences, but one of the major benefits of working with an advisor like myself is accountability.
We help keep you accountable to your goals. Not ours, not the goals your parents had for you, but yours. So, when emotions run high as you encounter the ups and downs of life, just remember to stop, think about your long-term goals, and see how your immediate desires affect your goals.
Below, you'll find some of the top reasons my clients have come to me for guidance. If you recently have experienced any of the events below, or know they are coming up soon, reach out for a free consultation and start to feel confident about your future!
Ross is an investment advisor representative with LPL Financial, A Registered Investment Advisor. Both Ross and Mary Hunt possess insurance licenses and securities registrations. They are a registered principal and registered assistant respectively with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor member FINRA/SIPC. Ross is licensed as a CERTIFIED FINANCIAL PLANNER practitioner™ (CFP®).