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

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

May 12, 2020

To say the coronavirus pandemic has taken the world by storm wouldn’t do justice to the severity of the situation. If it was just our health that was affected, that’s one thing. But unfortunately, we’re having to balance the negative effects of this widespread virus with job loss, reduced working hours, and decreased portfolio balances. There’s plenty to worry about, but we believe there is one thing that should not be causing you stress, and that’s your financial plan. 

A Plan To Avoid Worry

The purpose of having a financial plan is so that 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 peace of mind 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 better, we are here to help you thrive.

Meet With Us Virtually!

You are our number-one priority right now. So if you have questions or lack complete confidence in your financial plan, 1on1 Financial is here as your shoulder to lean on.

We know this is a stressful time and, as always, we are here to serve you in every possible way. Call 909-981-1720 or click here to schedule a free 15-minute introductory phone call so you can cross at least one worry off your list. 

About 1on1 Financial

1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1990, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.