These are some of the most important things a financial planner, advisor, or coach can explore with you. We live in an overstimulating world with far too many demands upon our time, attention, and energy. It's easy to feel like everything vying for your attention is important and/or necessary even though we know it probably isn't.
By exploring what matters to you, we get a pretty good idea of what to focus on and what to begin to let go. We will work together to make small steps over time to bring your financial life more into alignment with what matters most to you. How would it feel to walk through each day understanding where you are in relation to where you want to be and what to do about it?
By exploring what matters to you, we get a pretty good idea of what to focus on and what to begin to let go. We will work together to make small steps over time to bring your financial life more into alignment with what matters most to you. How would it feel to walk through each day understanding where you are in relation to where you want to be and what to do about it?
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It all became crystal clear to me at the age of six, in the darkness of the Riviera Theatre in Hastings, Minnesota: Be kind, be thoughtful, be caring, be selfless, and work hard. Basically, just be as awesome as you can manage and the universe will sort out the rest. And I believed it so hard that you could almost see my blue raspberry Ring Pop sparkle with it in the darkness.
Life is an ongoing process and so is effective financial planning. While many of us have great intentions about managing our financial lives, rebalancing our investments, etc., but with everything else on our plates, we tend to fall short when it comes to actually doing it on a regular basis, with a consistent strategy.
Timothy J. LaPean, CFP, ADPA a Minneapolis, Minnesota based financial planner/financial advisor who specializes in the planning concerns of women, lesbian, gay, bisexual, transgender people, and members of Generations X & Y. If you are member of the media and are interested in interviewing Timothy, please schedule an appointment on my calendar or if you need something right away, contact me directly by phone or email.
Unlike many financial planners, I do not require that you have a minimum amount of investable assets or income before I will work with you. Schedule a free initial consult and let's see if we hit it off. Without an ongoing relationship that includes ongoing follow-up, I've seen countless people pay other planners good money for great advice that doesn't get implemented.
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