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A Financial Plan Checkup and a Cup of Coffee

A Financial Plan Checkup and a Cup of Coffee

May 11, 2018
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When we face life’s inevitable decisions, such as a career move, relocation, or a medical treatment, we tend to conduct research and gather as much information as possible. Sometimes we look to trusted mentors, family, friends, or even the Internet in order to make the most informed decisions.

Do you treat your financial decisions the same way? Or has your financial plan gathered dust as the years have gone by? Here’s what I would like to offer: a financial plan checkup and a cup of coffee on me.

Food for Thought

Do these situations resonate with you? Or, do you know someone who...

  • Has saved for retirement, but doesn’t have a plan for retirement income?
  • Has a portfolio with the same risk level they had when they were 30?
  • Hasn’t created an estate plan?
  • Has a child but hasn’t thought about college savings?
  • Wants to know if they can retire early?

If you want your finances to work for you, you need to be proactive, updating your strategies as life moves on and keeping track of your progress towards your goals. It’s essential to have all your bases covered so you don’t encounter surprises as you get closer to retirement. If you’re ready to reevaluate your financial plan in light of where you are today, we might be able to help.

Who We Help

The people we work best with include those passionate about working hard and protecting their families and savers who want to safeguard their wealth and feel more secure. We specialize in guiding working and retired professionals, executives and business owners toward financial well-being. We help our clients accumulate wealth, generate income, preserve their life savings and strategically plan for the distribution of their estate. We also welcome cycling enthusiasts who can share in our out-of-the-office passion for all things biking.

Take the Next Step

Financial planning can be complicated and overwhelming. If you want to be sure that your finances are in order and you are making the best decisions possible, it is important to work with a qualified and experienced financial professional.

Here at 1on1 Financial, we would love to sit down with you and explain our systematic team approach, go over our services, and help you retire successfully! We prioritize honesty and transparency and build lasting, meaningful relationships with the clients we serve. If you’re ready to dust off your financial plan, schedule a free 15-minute introductory phone call now!

About Philip

Philip A. Board MSFS, CFS, is a retirement planning specialist and the founder of 1on1financial, an independent comprehensive investment firm serving individuals and businesses throughout the United States. Through educational workshops and a non-sales environment, 1on1financial specializes in working with employees of Southern California Edison, UPS, and Frontier.