Accumulators
Navigating your financial life as you accumulate your way to financial independence
You're still a ways from that distant concept of "retirement". You may not even be motivated by that word.
Instead, you may be dreaming of financial independence. Having the option to work, or not. To change jobs, or not. To start a business, or not.
Your questions may include:
How much do I need to be saving per year?
Where should I be putting my money?
How can I lower my lifetime tax bill?
How much house can I afford?
How should I be saving for college for my kids?
How much life insurance should I have?
Who will help my spouse with these things if I pass away?
Do I really want to spend my time researching and worrying about all this? Or do I want help?
We help our clients navigate questions such as these, providing clarity when things may be confusing.
We would be delighted to help you on that journey.
Depending on your budget and what you’re looking for, you may be interested in either a Financial Check-Up or Comprehensive Financial Planning.
With a Financial Check-Up, we would look at the basics of your situation during 1-2 meetings, you’d walk away with clear recommendations, and then you can implement those things on your own.
As a Comprehensive Financial Planning client, you would get insight into how to think about the above questions, and much more. As we work together, we would make our way through the topics of the Circle of Financial Health:
Click here if you’d like to read more about the Comprehensive Financial Planning service.
Click here if you’d like to read more about the Financial Check-Up service.
Or, you can explore the Jump Start Call service by clicking here.
Spencer Financial Planning, as an independently owned, fee-only, fiduciary, boutique, tax-focused financial advisory firm, can act as your trusted partner in navigating your finances and improving your Financial Health.