Financial Life Planning
Financial Life Planning
Financial Life Planning is a holistic process that puts your interests first and focuses on increasing your sense of financial well-being and life satisfaction. Initially, this process will help you to clarify your values, priorities, circumstances, and aspirations; and then guide you in defining and designing your unique version of the “rich life.” In addition, Financial Life Planning will increase your understanding of the habits and attitudes that will facilitate your financial and life goals and support successful life transitions.
Why Financial Life Planning?
Because of the unpredictability of life and the complexity of financial markets, it is important to work with a financial advisor who will help you to achieve your financial and life goals. It is essential to select an advisor who will take the time to truly get to know you and to understand your concerns and your dreams.
Jersey Shore Financial Advisors LLC is dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations.
Therefore, in addition to traditional discussions of assets and net worth, we ask: “What will bring meaning and purpose to your financial life?” If you are among those individuals disillusioned with the results of “using your life to make money,” you will find the opposite mind set of “using your money to make a life” to be both liberating and compelling.
For a free, no-obligation consultation click the “Book a Meeting” button on the right.
Thomas J Duffy, CFP®, MBA is a NAPFA registered fee-only financial advisor. The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.
