Does Your Financial Plan Need A Free Second Opinion?

Take a moment to look back on the past 5 to 10 years of your life. How much has changed? As life goes on, very few things will remain the same. And while most of us accept change as a healthy and natural part of life, it still requires a lot of us, especially when it comes to finances. 

Many of us make financial decisions based on our current situation. But what happens when your financial priorities change due to the addition of a child or a career transition? And what about the effect of market ups and downs on your portfolio? Have your financial plan and strategies been adjusted to align with the changes you’ve experienced? In order to stay committed to your plan, you need to have complete confidence that it is still working to take you where you want to go. 

If you are nodding your head as you read this, here’s what we would like to offer: a cup of coffee and a second opinion.

A Second Look

Come on in and sit with us for a while—no obligation. During this appointment, we’ll talk about where you’re at, what your goals are, and what you want to see from your financial life. We will present a sample financial plan to show you how our process and plans look so you can get a full picture of what we do and how we work. 

We can answer any questions you may have about the market, strategies, or basic financial tips and principles. Then we can apply your concerns, ideas, and aims to your current plan to see how everything lines up. 

It’s Worth It

Once we have a solid overview of your finances, we can begin to effectively reevaluate and readjust. If we think your plan continues to be well suited to your long-term goals despite the market conditions, we’ll gladly tell you so and send you on your way.

On the other hand, if we think your plan is no longer properly aligned with your goals, we’ll explain why—in plain English. And, if you’d like, we’ll recommend some adjustments. It may even simply be that a few changes are needed based on your age, current economic woes, or a recent change in your priorities and plans. 

It never hurts to take a second look at your financial plan to ensure it is up to date, still applicable to all aspects of your life, and ideally suited to achieve your long-term dreams. Whether your changes are big or small, or no changes at all, you will be able to walk away from your second-look appointment with full confidence in us, in your decisions, and in your financial plan. 

Let the advisors at Foundation Wealth Advisors help you evaluate where you are now, determine where you would like to go, and address any gaps. If you are ready to revisit your financial plan, schedule a complimentary virtual, face-to-face, or phone appointment - whatever you are comfortable with - by calling (440) 899-7535 or emailing me at jarnold@foundationwa.com.

About Joe

Joe Arnold is an independent financial advisor and the founder and president of Foundation Wealth Advisors, LLC, an independent firm whose advisors provide private investment management for individuals and families, as well as retirement plan consulting for small and mid-sized businesses. With almost 20 years of experience in the financial industry, Joe specializes in providing objective advice to individuals, as well as transparency in building and managing company 401(k) retirement plans. He is committed to putting his clients’ best interests first in all decision-making and recommendations. Based in Westlake, Ohio, he serves clients in the Cleveland, Akron, and surrounding areas, as well as throughout the country. Joe received a bachelor’s degree in business administration from Cleveland State University and is an Accredited Investment Fiduciary® (AIF). He has been featured on national television, including CNBC and FOX Business, and quoted in various publications, including The Wall Street Journal, CNN Money, Forbes, and others. Joe lives in Rocky River, Ohio, with his wife, Allison, and their two grown children, Kevin and Keira. An avid golfer, he is a former Class A PGA of America teaching professional and NCAA Division 1 athlete. When he’s not working, he enjoys playing golf, working out, and honing his culinary skills. To learn more about Joe, connect with him on LinkedIn.