Show Notes
When is the appropriate time to consult with a CERTIFIED FINANCIAL PLANNER™ practitioner? In today’s Finance Moment Podcast, Associate Financial Planner Jennifer Scheck walks through some of the more common financial transitions, and shares details on why you want to work with a fiduciary to receive guidance and education with your best interest in mind.
Educational Opportunities
At Syverson Strege we value financial education, and we offer various opportunities to assist our clients and the public with financial planning and education. Financial fundamentals are important for everyone and include establishing spending plans, saving for retirement, decreasing debt, acquiring adequate insurance, creating estate documents, and implementing investment strategies. We have many resources available that can help guide and answer general financial questions on our website. We also offer educational workshops, webinars and events for more interactive opportunities to gain information and ask specific questions. These resources are often enough reassurance and insight to help an individual continue their path toward their financial goals.
Financial Transitions
However, when significant life transitions occur or financial situations become more complex, seeking the advice of a CERTIFIED FINANCIAL PLANNER™ practitioner can be a significant value-add when making more high-stakes financial decisions. Prospective clients who seek our consultations include:
- Executives who have opportunities to participate in non-qualified benefits such as deferred compensation or receiving restricted stock units (or RSUs),
- Individuals who experience the death of a partner or spouse,
- Individuals navigating a divorce,
- Business owners and entrepreneurs with current or anticipated growth or plans to sell,
- And heirs receiving a significant asset.
Retirement Considerations
Approaching retirement, of course, is another reason our prospective clients seek to engage our services. As earners start to approach retirement, more complexity enters their financial situations. They are faced with transitioning a mindset of saving for retirement to receiving distributions in retirement, which brings more dynamics and uncertainty.
Additionally, this stage of life often requires reviewing estate documents and estate distribution strategies to ensure they reflect current end-of-life plans and goals. Caring for loved ones in the event of death also becomes more real. Often prospective clients in this stage of life seek the guidance of a CERTIFIED FINANCIAL PLANNER™ practitioner to ensure that a partner, spouse or heir has a trusted fiduciary in their time of need to help navigate these stressful and labor-intensive transitions.
We encourage you to empower yourself with education and fiduciary guidance to seek a fulfilling life that fuels your purpose of money. Education and implementation are powerful. When living in abundance, having the objective partner of a CERTIFIED FINANCIAL PLANNER™ practitioner providing fiduciary leadership and guidance is valuable to help bring peace of mind, clarity, and counsel.
For upcoming events and financial education resources, view the Resources tab on our website. For a free, complimentary consultation, please call us at (515) 225-6000 to schedule a meeting with one of our CERTIFIED FINANCIAL PLANNER™ practitioners.
