Do you know why I’m in this business? It’s not because I love wearing a sport coat. It’s because I really enjoy watching my clients succeed and feel the financial peace-of-mind they (we all) deserve. And, truthfully, with the right tools and guidance, this is within reach for you, as well.
I have taken a few months to formulate a better approach to financial planning; one that will meet your needs wherever you’re at on your money journey.
Over the years, I’ve noticed a few big issues people face:
1. Mounting Debt
2. Confusion over the “right” next step for them
3. More month than money
4. How much savings is actually needed to retire
5. No or low college savings for their children
As a fee-only financial planner, I am able to help people reverse all of these things through a systematic new approach in which I work with my clients over time to help them meet their goals and live the financial life they deserve.
I invite you to look into this new approach that is changing the lives of people around the country; It could be just what you need.
Thanks for your time,
John P. Chladek, MBA, CFP ®
P.S. Interested in seeing if this is the “right” next step for you? I think you’ll like what you see.