In our present and uncertain times, sitting down to do long-term planning may not be a top priority but it should be. There is enormous value in assessing your financial condition in connection with your evolving goals and aspirations. In this brief video, Fairman Financial Partner, Shawn Kindt, CPA/PFS, CFP®, discusses the importance of evaluating your financial situation to help determine—and plan for—the next chapter of your life.
A common goal of many Fairman Financial clients is the desire to transition their full-time career or working life from a necessary circumstance to a voluntary one. We help them realize they are not retiring from something but retiring to the next fulfilling chapter of their lives. A great retirement plan optimizes the utilization of their resources, accumulated and invested over the course of time, to maximize their life enjoyment.
Although many of us are still working remotely, Fairman Financial is fully operational—assisting clients in designing, building, stress-testing, and modifying their financial plans. Whether you have an existing retirement plan to be re-evaluated or need to create one, Fairman Financial can help. Please contact us today to speak with one of our advisors.
