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.
Life changes may have come your way, altering your financial priorities. You may be curious about different financial strategies or just want to make sure that your plan is still the best one for you. Or, you may be 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 I would like to offer: A cup of coffee and a second opinion.
A Financial Plan Checkup
By appointment, you’re welcome to come in and sit with me for awhile. I’ll ask you to outline your financial goals and review your current plan/401k/investment portfolio/insurance, etc. so that I know where you stand, where you want to be, and so that we are on the same page with your objectives.
I can answer any questions you may have about the market, strategies, or basic financial tips and principles. 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 I have a good overview of your financial picture, I will be able to reevaluate and readjust. If I think your investments/insurance, etc. continue to be well suited to your long-term goals despite the market turmoil, I’ll gladly tell you so and send you on your way.
If on the other hand, I think your plan no longer fits your goals, I’ll explain why, in plain English. And, if you’d like, I’ll recommend some alternatives. It may be that minor 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 us, 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 get your financial plan checkup, request a meeting online!
Ash Toumayants is a financial advisor and the founder of Strong Tower Associates. For over a decade, he has helped hard-working people across Central Pennsylvania prepare for retirement. Fueled by a passion for helping people see through the veil of confusion that shrouds the financial world, his goal is to educate his clients so they can make more sound choices regarding their financial future. A Penn State graduate, he currently lives in State College with his lovely wife, Noelle, and their two adorable children. Learn more by connecting with Ash on LinkedIn or emailing [email protected].
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