Hiring a CFP brings value to your life. For many working professionals, handling personal finances is a chore, and one that if left unattended can lead to lost opportunities and mistakes. Yet, dealing with your personal finances in a manner that leads to your desired results often requires subject matter expertise, and still there are complexities that are not easily resolved. These obstacles can lead to unintended outcomes and indecision.
The most successful relationship with a certified financial planner CFP delivers value that far exceeds their price. Warren Buffet says, “Price is what you pay. Value is what you get.” What you get when you hire a financial professional are optimal results that align your economic resources with the values and goals in life that are most important to you. This is especially true during transitions in life, or during times of difficulty when emotions are high and we are required to make decisions such as a job change or layoff, retirement from your career, the death of a parent, or the death of a spouse.
Moreover, working with a CFP who offers comprehensive wealth management services creates increased capacity to your life. Time, and the energy to fill your time, is your most scarce resource. It takes time and energy to tend to the responsibilities that come with money and wealth. They alone do not bring value to life, but when applied to your life and the areas that are most meaningful to you can lead to the joys and peace of self-fulfillment and empowerment.
Expect more from the financial professional you’ve hired, or call us to begin your journey of discovery that will guide your decisions for the next 10–20 years.