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Do Your Friends and Family Need Financial Guidance? We’re Here to Help.

03 May
Friends and Family

By: Colleen Weber

News and Updates

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By Colleen Weber, CFP®, CPA

The market has many people frustrated, and the economic forecast appears to be predicting more of the same. But just because the market isn’t performing well doesn’t mean your finances have to follow suit.

As our client, you understand this, and with a financial plan already in place, you no longer need to lose sleep over rising interest rates, inflation, or an impending recession. You know that working with a trusted financial advisor reduces the impact negative global events can have on your finances. 

The question is, could someone you know benefit from a partnership like this as well?

A Solid Support System

Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. At Colleen Weber CPA, CFP, our job is to help you live life to the fullest by helping you make wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?

A Trusted Professional 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.

We’re Here to Help

We love working with clients like you and are looking to help even more people. As a CPA financial planner, I help clients save money in taxes, simplify their financial life, and enjoy the comfort of knowing someone is watching out for them.

Do you know someone who may benefit from our expertise? Encourage them to book a free introductory meeting online or call (952) 470-0750 to have them contact us directly. We’d be happy to get them started with a no-obligation conversation about their financial goals. 

About Colleen

Colleen Weber is a fee-only financial advisor, CERTIFIED FINANCIAL PLANNER™ professional, and CPA with more than 15 years of financial planning experience. Providing comprehensive financial planning and wealth management, she specializes in serving clients nearing retirement, retirees, busy professionals, and women. She is passionate about developing financial plans that save clients on taxes and investment strategies that help them pursue their goals. Learn more about Colleen by connecting with her on LinkedIn or booking a complimentary phone call meeting.