VIDEO: Busy Professional and Financial Planning
Sarah has built up a thriving practice. Now she wants to look ahead.
“It’s taken a few years, but my start-up debt is nearly gone. I have a good client base and my practice is growing through word-of-mouth. Now I need a good financial plan—one suited to my situation that also helps minimize taxes.”
“I know how hard it is to qualify and stay current in my profession. So I see the sense in trusting my financial planning to a professional. I get calls and emails from brokers and investment advisors all the time. But underneath the offers of help, everyone is pushing some product. I need a plan first. And who knows? Maybe a vacation home is better for me than stocks and bonds.”
“The point is, I want a long-term relationship with someone I can trust to look out for me.”