When life gets intense, everything feels urgent. It can become difficult to see what is truly important and needs to be addressed vs. what is simply “top of mind.”
Sorting issues in this manner is something I help my clients with every day.
Today, is different, though.
Today, I am offering a conversation to help you address any financial challenge you are facing.
With no sales pitch!
My mission is to help people in my neighborhood navigate their finances with confidence and clarity. Ultimately, I want to help my neighbors live and make decisions with great intention.
We can only do this if we know the facts that are available and consider the consequences of the options before us.
Unfortunately, my industry has made it near impossible to understand financial facts and consequences alone.
And, I’ll go even further to say, it is structured to guide you toward decisions that line the pockets of Wall Street, instead of helping you make the best decisions for you and your family.
Because I charge a flat fee for my advice, I can show that I’m different.
No matter what my clients decide, my compensation is unchanged, therefore I am fully motivated to help them make their own best decisions. If I do that, they will remain clients, driving the success of my business.
And now, I’m offering a free half hour conversation on any financial topic to you or anyone you know that might benefit.
Simply book the appointment at the following link: Calendly.com/bestfinlife/30min-conversation or email me at email@example.com.
Best Financial Life is a Registered Investment Advisor with the State of California and Joe Morgan is a fiduciary to his clients at all times. If you’d like to ensure your finances are on the right track, schedule a call with Joe at www.calendly.com/bestfinlife.
By Joe Morgan, CFP®, CFA, Principal: Best Financial Life, Resident since 2004