Financial planning can be a daunting subject. There are no retakes if you make a bad decision. When it comes to money, failure means sacrificing your lifestyle and compromising your dreams. You need an advisor who knows the material and can guide you through the various questions that you’re bound to face. Obsidian Planning wants to be that advisor.
We start by helping you understand your motivations, identify your resources, and develop a workable outline. You need to know what you want and why you want it. Weathering financial setbacks and unexpected downturns requires discipline and determination that only come from a focus on personality and purpose. Our Lifestyle Protector Process begins with profile testing and personal interviews that help you get clear about your reasons and resolutions.
Get a Plan
When you know who you are and where you are going, you can begin to outline the steps that are right for you, the steps that are most likely to lead you to lifestyle success. Our financial plans consider everything from your temperament to your timeline, only then offering the information and guidance that will best serve your unique situation. You can rely on our experience, but you will ultimately need to make the final decisions in each circumstance.
Adjust Your Course
Because no financial plan exists in a vacuum, we don’t believe they are ever “final”. You will need to revisit your roadmap from time to time to determine whether you are on the right path and/or if your path has changed. With Obsidian, you’ll be partnered with a dedicated team of financial professionals who will regularly schedule and review your plan with you to give you the best chance at lasting success and financial freedom.
If you’ve been struggling to understand your insurance and investment options and unsure of where you can find the answers you need to ensure your financial future, call Obsidian Planning today. Your personal advisor is ready to help you build the plan you need.