Cornerstone Planning Group, LLC
By far, the most frequent response I get when I ask potential clients, “What do you hope to accomplish in our working together?” is that they want to have a clear picture of their financial situation and what their future will look like. They are often kept awake at night by wondering whether they are doing the right things in saving for retirement, or a child’s education or protecting their family, income and assets.
It occurred to me that most folks are searching for a financial professional they can work with to help them sleep better at night, someone who can help them to understand the choices available and help them to make Thoughtful Financial Decisions to help them meet their goals. Someone who will monitor the plan and sit down and review the results with them a few times per year. They also wanted someone they could ask a financial question to and feel they would get a clear answer with options.
I endeavor to be that Financial Sleep Professional for my clients by asking detailed questions about what is important to them, clarifying their goals, showing them where they currently stand, educating them about the options and helping them to make thoughtful financial decisions that will help them sleep better each night.