Why Financial Planning Matters and is for Everyone [Video]

Hey there!

In this new video, I break down the why when it comes to financial planning. You might be thinking, “I don’t need to give that attention for 20 more years!” But, my friend, I think we both know that is not true.

Be honest, do any of the following apply to you?

  • You are burdened by debt and don’t want to leave that for your family to deal with
  • You’re unsure if you’ll have a great retirement, either due to the current system, not saving enough, and/or needing to dip into savings for medical costs and/or long-term care
  • You and your spouse/family often fight about money
  • You feel shame and regret that you cannot pay for your kids or grandkids’ college
  • If you were suddenly incapacitated, your family would be left with a mountain of paperwork, financials, and obligations to sort through
  • You feel overwhelmed by your finances and/or want support prioritizing how and what to spend
  • You want to travel and do more neat things, but feel as if you can’t afford it

It’s okay, if so. In fact, the majority of people will and often do answer “yes.” It’s just a reality. But fortunately, there is a way forward. You are not alone, and there is hope.

I do this work because I am tired of seeing others struggle with:

  • Constant stress due to mounting debt and the perception of “no way out”
  • Couples dipping into their retirement to supplement emergency medical visits and long-term care
  • Families struggling to send their kids off to college, despite their efforts to save $$
  • 60% of couples ending their relationships due to fighting related to money
  • Poor access to education and healthcare as a byproduct of one’s poor financial health
  • Individuals and families over-spending in compounded interest and taxes

…and so much more. The thing is, all of this suffering is related to one’s financial health, which can change. In the video below, I discuss the core tenants of what my team and I focus on when helping clients, such as you, develop a plan, stick to it, and build great financial health.

Watch the video below and let me know your thoughts.

Mandy Froelich