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Worried About Your Financial Plan? Schedule a Q&A Call Today

16 Nov

By: Colleen Weber

News and Updates

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By Colleen Weber, CFP®, CPA

What are those worries keeping you up at night? I’m willing to bet that money is near the top of that list, if not at the very top. I firmly believe that no matter how tough (or uncertain) times are, one thing that shouldn’t cause you stress is your financial plan. That’s why it is my goal to help you simplify the complexities of your financial life so you can focus on what matters most. 

Choose to Prepare Rather Than Worry

The purpose of having a financial plan is so you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings confidence and gives you a financial future to look forward to. 

If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm (or any others that may come) better, I’m here to help you thrive.

Meet With Me in Person or Virtually!

This isn’t the first time you’ve experienced stress, and it won’t be the last. Whatever comes your way in life, remember that you don’t have to go it alone. I’m here to help; in fact, my number-one priority is helping you enjoy peace of mind knowing someone is watching out for you. I aim to use my knowledge and experience to help my clients save money in taxes and simplify their financial life—who doesn’t need that kind of support right now?

Are you ready to get back to enjoying your life today rather than worrying about tomorrow? I invite you to reach out so I can help answer your questions and address your concerns about your finances, goals, asset allocation, risk, what the markets are doing—whatever’s on your list of worries. 

To schedule your complimentary Q&A call, book online or call (952) 470-0750 today. I look forward to connecting with you!

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.