What is the hardest thing to do when trying to make smart choices with your money?
| What is the hardest thing to do when trying to make smart choices with your money? The list is definitely long, but after helping hundreds of people over the last few years, I've learned one thing that's consistently at the top of the list: Seeing the opportunities that are right in front of your face. When you are knee-deep in a busy everyday life, it can be really hard to do. For example… - Do you know if you're saving enough for retirement?
- Do you have a plan for a market correction?
- What would happen to your family if something unexpected happened to you?
- Given your specific situation, what's the best way to minimize your tax bill?
These are the kinds of questions we can chat about when you book a free 15-minute call with me.- First, we'll chat about your goals and any questions you have about your finances.
- Then, we will build a custom team with skill sets and expertise that best suits your situation. This team will comb through the nitty gritty details of your finances and build you a draft of a financial plan.
- After seeing a first draft of your financial plan, you should have a good idea of whether working together makes sense or not. And at a minimum, the process will likely identify a few areas of opportunity that you can use even without hiring us.
All it takes to start is a short phone call. Even if this call is the only time we chat, I want you to walk away feeling more secure, less stressed, and prepared for the unpredictable world we live in. Curious what these ideas might look like for your finances? I have a handful of discovery calls available – but they tend to go fast – so grab a time that works for you now.I've helped hundreds of people make smart choices with their money and I've never met one person who didn't have at least a handful of opportunities to improve their finances. You don't have to spend the next month wondering what opportunities you have and what mistakes you could be making. All you have to do is let me show you a plan. Go here to do that now. I can't wait to see what we come up with for you. To making money simple, Peter Lazaroff | | | | |