5 Ways A Financial Advisor Can Help You Succeed In 2017

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As 2016 draws to a close we find ourselves wondering how we can improve in 2017, what can we do better? You may be thinking I want to work out more, eat better, spend my money more wisely, create more savings, grow in my faith or just be a better husband, father and friend.

These are all wonderful aspirations to work on. We all need constant improvement in order to reach our dreams and having support helps us reach our goals with greater ease. A financial advisor can help you with the daily ins and outs of your finances and many other areas of your life. I care about your physical health and personal relationships as much as how your 401(k) is doing. In all honesty, I care about you and your family more than anyone else without your last name.

My goal is to help you live to be the best version of yourself. The following are five ways that I provide time and energy to you and your family so that you are able to concentrate on the more important aspects of your life.

1.     Set Up a Working Budget

Having a working budget is extremely important to start the New Year because it holds us accountable. Especially young adults, as we are still learning about how to live on our own. Making decisions is hard and anything that can help guide us, like a budget, helps.

2.     Plan for Life Events

 Are you planning on starting or growing your family in 2017? What about buying your first home? These milestones can be stressful in different ways and the fear of the unknown can be stifling. I am married with two children and have bought two houses in the past 4 years. I understand the thoughts that are running through your head and I can help guide you and relieve the burden that you are undertaking as parents and/or homeowners.

3.     Create Good Saving Habits and Pay down Student Debt

Everyone struggles with saving money at some point in their life. It's hard to save especially when it's become so easy to swipe our debit/credit cards. Taking care of student debt can also prove difficult when student loans and repayment plans are often difficult to understand and manage. Having a financial advisor to help educate you, hold you accountable to save, and stick to your debt payments, relieves some of that weight off your shoulders.

4.     Turn Your Savings into Dreams Achieved

What good are good saving habits if you don’t know what to do with your savings? I help you figure out your life and career goals that are worthy of your pursuit.  Maybe you’re deciding between two awesome job opportunities, trying to figure out whether to buy our rent a home, if moving states is worth the new job? These are all big decisions that impact your dreams. Let’s make a sound decision together.

5.     Help You Manage Your Fears

 Media noise sparks fear in all of us. It's helpful to have someone there that can help tune that media noise out. You shouldn’t lose sleep over your investments or what would happen if your house caught on fire, because that type of worrying doesn't produce anything for you and your family. We are here to make sure you are first financially prepared and protected but more importantly emotionally protected.

A fee-only financial advisor takes the time needed to properly plan your finances and makes sure you are insured properly, giving you time you thought you would never get back. This time saved allows you to spend more time working on you and the things you love like your new business plan, your physical health, time at home, and more time to spend with your loved ones.

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