Financial planning is changing, and I believe it's for the better. My philosophy around financial planning has evolved much like the industry. What is currently an old-school industry has taken on some massive transformations, and in the midst of the evolution, it has become clear that everyone should have access to excellent personal finance advice.
The Longer You're in Business, The Clearer Things Become
Something that has become extremely clear to me is that I want to work with a very specific group of people. That group consists of high earners and entrepreneurs between 25-45 years old. People in this stage of life can either set themselves up for long term financial success or make detrimental decisions that impact financial independence. WealthBound exists to partner with these individuals and families to act as a guide and financial partner. The financial transitions and planning during this time frame are much different than the transition happening in other stages of life.
I'm on a mission to bring the highest quality financial advice to as many people as possible including those who don't work directly with WealthBound. I'll be sharing information that anyone can put into practice.
The Next Chapter
Life can get hectic, and it's important to have a partner help you navigate the bumps along the way. The processes that I use at WealthBound come from my personal beliefs about how financial planning should be delivered. Real financial planning is the process of constantly learning, improving, and avoiding mistakes. It's not just about investments. Your financial planner should be someone you can rely on to coordinate each part of your team including CPA's, realtors, insurance brokers, lawyers, etc.
I'm looking forward to this next chapter, and I think you will enjoy it as well. Being an independent firm allows me to create the same experience I would look for in a financial advisor while allowing me to use the best tools available when it comes to technology. I'll be looking forward to your comments letting me know what topics you'd like to learn more about and will continue to do everything in my power to best serve you.