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The Real Costs (and Benefits) of Buying a Home - Podcast
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If you’ve grown your assets over time, you probably know you need other experts to help you maintain everything you’ve worked for. All of the professionals in your financial world—your CPA, your attorney, your banker—act as subcontractors who support your financial future. They offer valuable expertise for specific components, but unless you have someone to oversee the big picture, your life becomes full of individual, disconnected decisions that may or may not create the future you desire.
At some point, you end up as the manager of it all, trying to coordinate each piece and make sure everything is working in the right direction, even though this isn’t your expertise, you are like a general contractor who never signed up for the job. Your financial world contains a lot of complex moving parts that you don’t know how to manage on your own, and honestly, it takes too much time to try and do it well. When that happens, you often end up taking instruction from the “subcontractors,” rather than directing those professionals toward your goals.
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
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