Gloria doesn’t have confidence when it comes to her financial plan. She doesn’t have the time, interest, desire, or expertise to manage her finances. Her goals are to maximize assets, lower taxes, and plan her financial future.
Gloria is currently earning a six-figure income as an attorney.
Gloria isn’t able to manage her finances. She wants to utilize her financial resources to establish financial confidence for her future.
Gloria needs help with eliminating debt and saving for the future. Gloria enjoys living in her luxury apartment but wants to buy a home in the next few years. She wants a plan to save aggressively and efficiently to reach her financial goals.
Gloria’s had multiple brokers reach out to pitch her on products but she isn’t looking to buy a product. Gloria values a long-term relationship with a fiduciary financial advisor. She needs an expert to help her plan for today and also plan for her financial future as life changes.
Gloria wasn’t sure where to start, so she reached out to Safe Landing Financial (SLF) for a complimentary introduction meeting to plan her financial future. As a trusted advisor, SLF starts every new relationship by asking questions and listening to understand their unique financial situation. Here is how SLF helped Gloria plan for her financial future.
SLF provides Gloria with peace of mind from visualizing and having conversations regarding her customized financial plan.
Here are some ways SLF helps Gloria to reach her financial goals:
Gloria has financial confidence knowing her financial plan is organized. With an ongoing planning relationship with SLF, Gloria’s financial future is in good hands.
Disclosure: The above planning for the future case study is hypothetical and does not involve an actual Safe Landing Financial client. No part of this content should be taken as a guarantee that their household will experience similar results if Safe Landing Financial is chosen to provide financial planning services.
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Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.
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