Chambers Financial Group
Affiliated with LPL Financial
Financial Planning with Curtis
No matter you where you are in life, or where you want to go, financial planning can help you work towards your desired goal.
Financial planning can seem difficult, but it needn't be. We find the process is enjoyable and edifying.
From planning for retirement, college savings, and developing cash flow, we can help you work towards a comprehensive strategy to achieve your goals.
Curtis begins with a values analysis, and proceeds to develop a plan customized to your needs.
Take Control of Your Financial Future
The pace and complexity of managing modern finances may leave some people unprepared to achieve a successful financial future. If you’re feeling less than confident about your future, having a well-prepared financial plan can help put you in control. To manage your income and expenses effectively throughout your lifetime, consider partnering with Curtis, who has the experience to help you create a plan that strategically addresses your unique goals and needs.
Why People Say Yes to Financial Planning
Financial Planning pulls together all your finances, and organizes them to help make management easy and effective. The more you understand and better manage your wealth, the more prepared you are for your goals and dreams.
Creating a financial plan will help you:
See your finances, so you understand how your individual financial decisions collectively impact your financial success.
Create integrated strategies that take into account the interconnectedness of your financial activities.
Identify your long-term financial goals and the steps needed to pursue them.
Track your progress and make adjustments as you experience newlife events or develop different perspectives.
OVERCOMING OBJECTIONS TO FINANCIAL PLANNING
As you consider contacting Curtis to pursue financial planning, you may have thought about the following:
“It’s too much work.”
Curtis is especially equipped with the tools and experience to help you build a customized plan with the least amount of work for you.
“It’s too expensive.”
The fees for working with Curtis to create and monitor your plan may be smaller when compared to the opportunity cost of not managing your money in an effective, long-term manner.
Managing your money is much like managing a business, and financial planning is a small investment with the potential to help you achieve your goals.
“It’s too late.”
It’s never too late to start planning. Whether you’re just beginning the accumulation phase of your career or you’ve already gathered substantial savings, financial planning can be valuable. Pre-retirees and those in retirement may find themselves struggling to protect their wealth, and having a plan in place, especially during uncertain economic times, can be comforting.
“I can do it myself.”
There are many online resources that will help you get started with financial planning. However, some use a one-size-fits-all approach that doesn’t customize its process for your unique needs. You aren’t able to test models against risks or make any changes based on your situation. Curtis has received specialized training and has the tools to prepare an individualized plan that maps your financial future. In addition, Curtis can guide you through implementing your plan, provide advice on revisions (when necessary), and help you monitor your progress toward making your goals a reality.
YOUR FINANCIAL ADVISOR: YOUR PARTNER IN PLANNING
Creating an effective financial plan takes time, know-how, and experience. Even if you’re using popular consumer financial tools, planning on your own may be overwhelming and frustrating. By consulting with Curtis, who has daily professional experience, you can reduce your workload and ensure your plan is comprehensive and based on current trends and data.
When you partner with an advisor, you’ll gain:
Knowledge of options and alternatives tailored to your specific
Connections to a network of professionals (accounting, legal, real
estate, insurance, trusts) when additional expertise is needed
Advice and support from an experienced professional
committed to guiding you toward long-term financial well-being