Emotions can really hinder our ability to move ourselves forward; whether they are frustration, overwhelm, confusion…they all play a role.
Having a trusted adviser can help move you past the emotions that are causing your mind to spin. An adviser can help with those decisions that feel overwhelming, so you can get back to focusing on the things that are important to you.
What is comprehensive financial planning?
Is financial planning just about planning for retirement?
Location isn’t an issue. I can work with you even if you live across the country!
The first step in a plan is getting to know each other. Both us getting to know each other, and you getting to know yourself!
What’s my background? (I haven’t done this my whole life…)
What goes into getting the CFP® certification?
What are your REAL goals in life?
When was the last time you really evaluated your spending and how it fits your values?
What about investments? How do those fit in with your plan and life?
What are the reasons someone might want a financial plan?
Let’s talk about how relationships (both new and perhaps ended) can impact a plan.
You don’t have to be in your 50’s to get a plan!
Sue Peck | Financial Adviser
2701 International Lane, Suite 203
Madison, WI 53704
