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Financial Planning: Real Value vs. Perceived Value

When was the last time you signed up for a service or purchased a product because you assumed it would enhance your quality of life in some way, only to find yourself walking away from it or being dissatisfied a short time later? The world inundates us daily with "stuff" that is supposed to make our lives easier, or more pleasant in some way. Oftentimes, we get caught up in the masterfully executed sales and advertisement world and forget to ask ourselves, do I truly need this, or do I want this? Will this purchase truly give me value, or is it an emotional purchase? From beauty products to extended warranties, health care products, insurance, and so on. The list is endless!


Can a financial advisor provide you with value? Are you under the impression that you need a relatively large amount of money before you can sit down and plan your future? If you answered yes, you're not alone. Most "financial planners" will require you to have a sizable amount of funds to invest before they would work with you. The status quo, however, has shifted in recent years. So ask yourself, what if I could sit down with someone who could recognize that I am paying for more insurance than I need? What if you could save tens of thousands of dollars with the appropriate student loan approach? Get a real budget that actually works, or help your kids off to a better start by college planning. Help you navigate mortgage loans the right way, and of course, invest wisely.



With all that we buy, because we perceive it has value, maybe it's time to consider purchasing a service or a product that can provide a measurable value. Financial planning, when done properly, can show you how to free up money in the budget, save money on debt or unnecessary expenses and start your journey to financial freedom by investing wisely and managing your finances like a pro! Stop putting your future off and make time for a wise decision today.

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