What Questions can a Financial Planner Answer?

Real Planning For Real Life.™
Question Marks
Have you ever had a friend express any of these thoughts or questions?

We make a lot of money, but we have no idea where it’s going…

What can I do to shelter more of my income now that I’m in a higher tax bracket?

During the last market crash, I couldn’t get a hold of my broker for days…

We had our Wills done in 1985, I’m sure they’re still good, right?!

This recent market downturn is really scaring me. I wish I had someone to talk to about my finances…

We need a bigger house. Can we afford to move and still save for our future?

– I have really started to dread going in to work. I wonder if I can retire early…

This past year was financially devastating for me. Can I recover and still retire on time? 

 

We hear these types of questions frequently from prospective clients. And most of the time, they are talking to us because a client suggested we may be able to help.  It usually goes something like this:

1) A current client will call us and tell us they have a friend who could really use our help.

2)  An introduction is made and a conversation is started. 

3)  That conversation leads to a relationship where a person is encouraged to ask these types of questions and where we can explore the answers together. 

 

So next time you hear questions or concerns like these, don’t hesitate to tell your friends and colleagues about the benefits of financial planning, and how Intrinsic Wealth Counsel has helped you, and can help them, too! 

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