Your Money, Your Plan

websmAre you worried about your financial status? Do you find yourself thinking…

  • Am I saving enough money?
  • Will I have enough to retire and last my lifetime?
  • I think I have enough, but finance is a foreign language to me. How do I really know?

For over 25 years, I’ve been helping people just like you by simplifying the financial planning process.

I show you where you stand and let you know if you need to make any changes. I show you what steps to take with saving, spending, and investing to reduce your uncertainty and insecurity so that you can live a vibrant life with the resources you have.

I work with you to:

  • Uncover your highest goals and priorities (retirement, education, travel, legacy, etc.)
  • Analyze your feelings about risk and how they impact the choices you make
  • Make an inventory of your current and future resources (savings, income) and expenses

I present you with options and trade-offs for using your resources. Then you choose the path that matches your highest goals and priorities.

Once you’ve chosen your path, I will provide you with an understandable step-by-step financial plan that can be confidently put into action!

Click here to find out more about Vibrant Life Financial Planning services. Let’s work together to create a plan for your vibrant life!

Garnet Sherman, CFP®, AEP®

Let's talk about working together!CONTACT ME→

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