25 Ways We Help Clients Build Better Relationships with Their Money
13.) We work closely with clients to clarify their financial aspirations, develop personalized strategies, and guide them toward achieving their long-term goals.
Goals, dreams and plans have to be dynamic because the path life leads us down is never straight or linear. Sometimes we yearn for a new job or career path that might be more professionally satisfying and fulfilling. Other times we’re planning for a baby and growing our family in the near future and want to know if one of us can be a stay-at-home parent. Quitting full-time work and going back to school to obtain a higher education degree is also a common occurrence that deserves extra financial planning and attention.
Arrivity financial planners take great joy in being “thought partners” and “sounding boards” with clients and helping them look at how different major decisions will impact their financial future. Life and the questions it presents us with rarely have “yes / no” or “black / white” answers – everything is in shades of gray in a gradient.
A decision to decrease your income now may mean more working years, but if it means you are able to work more years before burning out, it very well could be the better financial decision in addition to being the best decision for quality-of-life purposes. If you stop working for company A, which pays a higher salary, and start working for company B, which has a much larger 401(k) match and has more of an opportunity for promotions and raises – we can run the numbers and see which job might be more financially prudent for your family in the long run. You can then take the models, projections, and data we provide to make a more fully informed decision that allows you to move forward in a prudent manner.
Please contact us at: Contact Arrivity or 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.