I’m surrounded by the positive energy generated by smart, hard-working people making good decisions for the betterment of themselves, their family, their kids, and their communities. The people who gravitate to my financial planning process are looking for more than a stock tip, more than a new investment allocation, and more than a new product. They’re looking for a partner. They’re looking for someone who will help carry the burden of making important financial decisions. They’re looking for someone to lean on when the going gets tough, someone to share their heavy load, and someone to do the worrying along with them. They’re looking for another set of eyes on their plan, another set of ears to the ground, and another good brain to help guide their financial decision making. They’re looking for someone who will be there through the good times and bad times.
My clients need a sophisticated financial plan that meets their long-term goals, but can be broken down into simple activities that are easy to execute. It’s a bit like training to climb a mountain. With each workout, with each sacrifice, with each good decision, you move one step closer to the summit. After all, isn’t that what financial planning is all about for most of us? We embark on a journey to achieve our goal, but the goal is often so far away or so large that our approach must be at times incremental, methodical, calculated, and dedicated. As I see it, my role in your financial journey is multi-faceted. I’m your cheering squad, your team captain, your coach, and your research assistant!
Learn more about me and my work at www.AndreaBlackwelder.com and www.WisdomWS.com