Whether you have money in the bank or not, making financial planning convenient can help you achieve your goals and thrive. At WellsFaber, we want to help you improve how you feel, think and act with your money, regardless of how much you have, and making personal financial planning convenient is key to this journey.
A good financial plan will give you confidence when it comes to managing your cash and substantially reduce the worry over your bills.
But many people don’t know where to start or think they’ll need to hire an expensive professional to help them. Whether you are a novice or a professional, you must first assess your current financial situation and then determine where to focus your efforts. Some people can make a good plan independently, but many realise that they would benefit from assistance.
Online financial portals offer articles and calculators that can be used at any time. But they can also add more confusion and be inconvenient when they are too generic and not inclusive of the scope of your personal needs.
Alternatively, group workshops, coaching sessions and online resources can also be helpful. According to a recent Wells Fargo white paper, financial wellness programs like these have many benefits. However, they may not be convenient for everyone, and they’re generally not personalised.
Planning ahead with a personal financial adviser will allow you to take advantage of opportunities when they arise and help you stay on track. You can plan for significant life events, such as purchasing a home and saving for a down payment. You can also prepare for the unexpected, such as a job loss or home maintenance and repairs, by planning for the future.
A financial plan can help you achieve your goals and keep you calm. Whether you are planning to invest in stocks, bonds or alternatives, a plan will allow you to make smart decisions.
When working with WellsFaber, you have the convenience of a second pair of eyes that can analyse your current situation and develop recommendations to help you get from where you are to where you want to be. Our team offers many different services to meet your financial needs.
The benefits of financial planning are evident. It is a convenient and efficient way to achieve your goals and live a life that you can enjoy. We’re just a phone call away.
At WellsFaber, we advise, you thrive.