In life nothing is certain but uncertainty. When there is extreme market volatility, it is not the time to panic and make rash decisions. If you already have a solid financial plan in place, it should have been stress-tested against large swings in market value. If you don't have a plan in place yet, we advise taking advantage of the temporary Financial Check Up offering we have created in response to the recent market uncertainty.
Let us give you a quick financial check-up to see where you stand. We will discuss your personal goals, resources and liabilities and collaborate to create a quick online assessment of your current status and some ways to potentially improve your success. After the meeting we will send you a recap of the items discussed and any action items we think might be beneficial.
Concern during these times is valid, but remember you have not lost money until you sell! If you are investing for the long term this may be a momentary blip on a long horizon. Let us give a quick review of your investments and risk exposure.