Stop Kicking the Financial Plan Can
A few months ago, I realized that I needed some help. Between my husband and I working full time and trying to keep our three little girls safe, fed, and entertained, housework kept falling through the cracks. We were losing a battle to the “stuff” that was just piling up. Kids’ toys, clothing, and papers didn’t quite end up where they belonged at the end of the day.
One Friday morning when I couldn’t take it anymore, I typed “professional organizers near me” into my browser and called a few numbers that popped up. Within hours, I had scheduled an appointment with the owner of one of the companies. She came over and, with compassion and understanding, gave me some good ideas that helped energize me in my effort to cut the clutter. I learned that this company offers an hourly service where you can go at your own pace, working to organize one area at a time, or they can do it all at once, for example, when helping a client move to a new home. I scheduled a session with one of her organizers, and when that day came, we worked side by side for three solid hours to transform one room of the house for the better. In doing so we crossed an item off my to-do list that had been there for far too long.
Upon reflection, this experience reminded me a lot of how we help clients at West Financial. In addition to fee-only asset management, we also offer stand-alone hourly financial planning. Through an hourly planning engagement, we can help clients achieve financial organization and filter out distractions to make beneficial changes in their money habits. It took me a long time to seek help with my “stuff,” and I wish I did it sooner. If your to-do list includes achieving peace of mind about your financial picture, please reach out. We’d love to have a conversation about how we at West Financial can help through hourly financial planning, fee-only asset management, or a combination of both.
Oh, and if you also occasionally find yourself at war with the “stuff,” send me a message and I can put you in touch with a great expert!
Meet Victoria G. Henry, CFP® »
Read the West Financial blog »
IMPORTANT DISCLOSURES
West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.
This information is intended to be educational in nature, and not as a recommendation of any particular strategy, approach, product, security, or concept. These materials are not intended as any form of substitute for individualized investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own. You should not treat these materials as advice in relation to legal, taxation, or investment matters. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisers.