When the world is changing … so should your financial plan

Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some point, we must pivot or get left behind.

“It’s easy to stick with the old way of thinking – to refuse to adapt to the new realities of a post-COVID world,” John said, “but that doesn’t maximize your benefit. Our job is to stay on top of these changes, so we can help you make thoughtful decisions and continue to achieve more.”

The financial world has changed so much in recent years that a pivot is absolutely necessary for individuals and businesses alike. By setting a firm financial foundation, you’ll stand a much better chance of navigating the shift with success.

“A big part of what makes us who we are is our thoughtful decision-making, creative solutions and purposeful approach to planning. But it’s also about our willingness to adapt. We’re not afraid to throw out conventional wisdom once the rulebook has changed,” John said. “For me, that’s the fun part – the opportunity to be innovative.”

While many financial firms rely on a set of go-to strategies and advise clients in a few key areas, Vance Wealth creates a comprehensive foundation that touches every part of your life and finances. It all starts by working with the client to identify the true purpose of their wealth – how it will help them achieve personal, meaningful goals in the future. With that purpose in mind, the Vance Wealth team crafts a uniquely tailored financial plan designed to deliver outcomes their clients have always imagined but never quite reached.

“Many people focus on investing as the totality of a financial plan, and while it’s critical, it’s just a piece of the puzzle,” John explained. “We want to help you see the big picture of your financial future and use all the tools at our disposal to get you there.”

The world as we know it is undergoing massive change. Shouldn’t your financial plan change, too? If you’re not taking an innovative approach to your financial or business planning, then let us take a look. Contact our office at 661-775-0950 to schedule your complimentary consultation.

Vance Wealth, Inc. (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure.