Life is Not a Straight line
Your financial life shouldn’t be treated like one, either. Life will happen, and the best laid plans will change. My wife and I went from having 1 kid to 5 kids in 2.5 years, hence the phrase. Whether you find out you’re having twins (surprise!), lose your job (not so cool), or win the lottery (jackpot!), whatever it is life throws at you - both good and not so good - how do you handle it?
how does it work?
Financial Planning is a collaborative process. You know your financial possibilities. Together, we work to develop a plan and my role is to help guide you on that path.
The initial plan shows you where you are now and where you want to go - your possibilities. We work together to implement action steps and get you closer to your goals. And we know life’s not a straight line so when life happens, we adapt and we adjust.
focus on factors you can control
Traffic, the weather, the stock markets. All factors that are out of our control. And they can all cause stress, anxiety, and worry. So rather than focusing on financial factors we cannot control, we want to shift our focus to financial factors we can control:
