Financial planning today has too often become an expensive presentation stuck into a three ring binder that was produced by a piece of generic template driven software. While the concepts from person to person are similar, most plans do not address a central issue for most people, which is changing life and economic circumstances.
What financial planning should be is an outline that leads you through a successful process of making good decisions over time. Making a series of good decisions while avoiding big mistakes is the core of any plan. Providing good guidance when you need to adjust to changing life or economic circumstances is what will set a financial planner a step above.
Kirk Spano, Bluemound Asset Management and its strategic partners can help you. Whether handling all of your needs in house or working through Mr. Spano's Financial Coaching program, Bluemound has been able to work successfully with families and businesses around America.
In the beginning of your journey, we will help you sort things out and establish financial priorities that match your life goals. From there we will determine a path of action. In discussing your goals, Mr. Spano urges clients to focus upward towards loftier goals, on their true heart of hearts dreams which are embedded in your personal values.
Contact us to secure more peace, freedom, lifestyle and legacy.