With extreme volatility in today’s markets and uncertainty in many professional and personal lives, financial planning with a trusted, credentialed advisor is more crucial than ever. In this brief video Fairman Financial, Shawn Kindt, CPA/PFS, CFP®, explains the benefits of creating a financial plan—and routinely revisiting that plan—to assess progress and make necessary or desired adjustments. In Shawn’s words, “A good plan today is better than a perfect one tomorrow.”
A good financial plan is a culmination of the many aspects of your current financial situation synchronized with your future goals and aspirations. Any planning needs to consider the range of possibilities in whatever may emerge from the current crisis as the ‘new normal’.
Although many of us are working remotely, Fairman Financial is fully operational—assisting clients in designing, building, stress-testing, and modifying financial plans. If you do not have a financial plan, now is the time to create one. If you already have a plan, now is an opportune time to revisit and re-evaluate. Fairman Financial can help. Please contact us to speak with one of our advisors.
