The Most Important Question in the Financial Life Planning Process

I started working in this business in 2006. One of the firstlessons I got from my Father and business partner was this “Our clients havetwo questions; the first is am I ok, the second is where are we going tolunch?” While I might argue for a more sophisticated wording, this has provenvery consistent. Our clients want to know if their plan is still on track, andthen they are ready to talk about something else.

In this current world of 5:00 beers with Governor Beshear,let’s not forget to look at your plans. We can go anywhere to hear about “themarket.” Let’s talk about your goals, your dreams. That’s much more importantto your short term mental health and your long term financial life once thiscurrent upheaval slows down.

Send me an email, pick up the phone. I’m happy to take a newlook at the current plan, and suggest any adjustments. My guess is there willbe some adjustments you would like to make. Let’s talk about it.