New Year – Fresh Look at your Finances
Want to take control of your finances, but not sure where to start? Do you wonder whether you will outlive your money? Curious whether you can sustain the lifestyle you’re living over time? You can address these questions, and more, through financial planning. Financial planning entails a holistic approach to managing your wealth so you can effectively pursue your dreams. It evaluates items that are within your control, like your budget, with those outside of your control, like the costs of health care, so that you can make informed decisions about your finances over time.
Think of financial planning as a jigsaw puzzle. What you want to do with your money is the picture that you are putting together. The pieces of the puzzle are the items within and outside of your control. Retaining focus on your big picture goals while continuously monitoring and (re)assembling the different pieces of your financial life so that you can achieve your goals is what financial planning is all about.
Use the new year to take a fresh look at your finances. Reflect on your unique jigsaw puzzle picture. Are you satisfied with the picture you are assembling with your pieces? If you’d like a different perspective on the image you’re seeing or a confidential conversation about the pieces within or outside your control, I’d be happy to talk with you. I have used comprehensive financial planning to help many clients obtain greater control of their finances and confidence in their goals.
Caroline Wetzel is a Certified Financial PlannerTM (CFP®) and Accredited Wealth Management Advisor (AWMA®) who has worked in financial services since 2001. She is Vice President, Private Wealth Advisor with Procyon Private Wealth Partners, LLC an independent, employee-owned registered investment advisor and fiduciary located in Shelton, CT. Procyon Private Wealth Partners, LLC helps private clients fulfill their financial dreams and institutions manage their retirement plans, endowments, and foundations. For more information, visit Caroline’s LinkedIn Page: https://www.linkedin.com/in/caroline-wetzel and Procyon’s web site: www.procyonpartners.net