Andrew Gilliland (He/Him/His)’s Post

Why isn't a one-time financial plan enough? Too many people I've been introduced to lately think that creating a financial plan is a one-time event. Me: “Our firm helps create and implement plans to help our clients achieve their financial and lifestyle goals.” Prospect: “I have a plan” Me: “When was the last time you reviewed it?” Prospect: “I don't know, maybe about 5 years ago” Me: “Really? Not much has happened since then, eh?” 🤦🏼♂️ Mike Tyson famously said, "Everybody’s got a plan until they get punched in the face." That “punch” could be any of the following: ➜ Inflation ➜ Life events ➜ World events ➜ Major market fluctuations ➜ Changes in government legislation That's why it's called “Financial PlannING.” Because it's ongoing. “Planning” is an action verb… … NOT a noun. This is why my clients require ongoing advice and a helping hand. A plan is only as good as its ability to adapt to changing times. Planning is an on-going process. My clients are busy lawyers and entrepreneurs. By outsourcing their financial planning to me, they gain valuable time back. Wouldn't you prefer to have someone proactively managing your finances, always just a phone call away? ──── I'm Jeffery, your wealth advisor specializing in lawyers’ financial success. 🔗 Let's connect for a Virtual Coffee Chat ☕️ to discuss how we can ensure your financial plan can withstand whatever life throws at you.

Financial planning can feel complex, but focusing on key strategies can make a lasting difference. In my recent article with Kiplinger, I explore how setting clear goals, leveraging tax-efficient strategies, and planning with foresight can help create sustainable wealth. These insights stem from approaches that high-net-worth individuals rely on, but they’re relevant for anyone seeking financial security. Read the full article here: https://lnkd.in/ggmXDFdf

As financial advisor, I take pride in serving a diverse client base. I believe financial planning isn't exclusive to a particular age, profession, or lifestyle - it should be a fundamental part of life for everyone. From young professionals just starting their careers, to families prioritizing their children's education, to retirees seeking to make the most of their golden years, I do cater to people of all ages and in all stages of life. I work with individuals from various professions - business owners, doctors, educators, corporate executives, artists, engineers, entrepreneurs, you name it. Each profession comes with unique financial needs and challenges, and I am here to help navigate them. What makes me stand out is my commitment to customization.I understand that each individual's circumstances are unique, and so their financial plan should be unique as well. Your goals, dreams, and financial realities form the blueprint of the financial plan i create for you. Remember, no matter your age, profession, or financial situation, it's never too early or late to start planning for a secure future. Let's start your journey towards financial stability together! Book a meeting with me to discuss your customized financial plan by giving me a call. I look forward to crafting a financial plan as unique as you are! #FinancialPlanning #FinancialGoals #FinancialAdvisor #financialsecurity #fnaexpert #personalfinance #incomeprotection #retirementplanning #debtsolutions #educationfunding #financialconsultation #customizedstrategy #secureyourfuture #financialwellbeing #moneymatters #smartfinancialplanning #wealthmanagement #planforsuccess #financialpeace

How Important is Having a Written Financial Plan?

Key takeaways: Financial advisors are qualified professionals who can help you reach the financial future you dream of. A financial advisor will get to know you and your family’s goals and help you make a plan to reach those goals. Working with the right financial advisor should leave you feeling better financially and emotionally.

Lessons I've Learned: The "Right" Approach isn't Always Right for Everyone. As a financial advisor, I've had the privilege of working with a diverse range of clients, each with unique goals, challenges, and perspectives. One of the most valuable lessons I've leaned is that the "right" approach isn't always the right thing for everyone. Financial planning isn't a one-size-fits-all process. What works for one person might not work for another, and that's perfectly okay. My process is about understanding your individual needs, values, and circumstances, and crafting a strategy that not only aligns with your goals, but builds a plan you can actually execute on! I recently worked with a couple who was initially overwhelmed by the idea of financial planning. They had a young family and were unsure about how to balance saving for their children's education with their own retirement goals. By taking the time to understand their specific needs and concerns, I was able to create a flexible plan that allowed them to save for both priorities without feeling stretched too thin. This personalized approach not only provided them with peace of mind, but also set them on a path to achieving their financial goals. Here are a few key takeaways: 1. PERSONALIZATION IS KEY: Tailoring financial advice to fit your unique situation leads to better outcomes and greater satisfaction for you. Rather than simply having a good theory, you can start moving towards your goals and feel a sense of accomplishment. 2. FLEXIBILITY MATTERS: Life is unpredictable, and being adaptable ensures that financial plans remain relevant and effective, even (and maybe even especially) when things change. 3. EMPATHY AND UNDERSTANDING: Taking the time to listen and understand your concerns and aspirations build trust and fosters a long-term relationship. It also means identifying what you value, not what a text book says you should value. This allows us to find your immediate wins, which move your plan forward, even if that means going a little "out of order" from what's mathematically ideal. Remember, the best financial plan is one that resonates with you and supports your journey. Embrace the diversity of your financial path and strive for solutions that truly fit your individual needs! #FinancialPlanning #PersonalFinance #LessonsLearned #ClientFirst #FinancialAdvisor

At Journey Wealth, we believe financial planning is about more than simply accumulating wealth or hitting traditional milestones. That's why we’ve evolved our process to focus on Purpose-Based Planning—an approach designed to align your financial strategy with your values, goals, and personal purpose. Why Purpose-Based Planning? Because now, more than ever, people want their wealth to reflect what truly matters to them. It’s no longer just about meeting short-term goals; it’s about guiding them toward the life they want to live. People are seeking deeper meaning from their financial decisions, wanting their wealth to serve a higher purpose that aligns with their values, passions, and long-term vision. We’re moving in this direction because our clients desire more than just financial security—they want their wealth to support a fulfilling, well-rounded life. Our purpose-driven approach integrates your financial goals with what matters most, helping to ensure that your wealth enhances all aspects of well-being: physical, mental, financial, and spiritual. By focusing on your purpose, we help you build a strategy that not only supports your financial goals but strengthens your overall well-being. Ready to take control of your future and build a life aligned with your deepest values? Let’s create your customized financial blueprint today. #JourneyWealth #PurposeBasedPlanning #FinancialWellness #LiveWithPurpose #HolisticPlanning The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Please consult with a qualified financial professional for advice specific to your situation.

Ever felt overwhelmed by the myriad of financial decisions life throws at you? You're not alone. Enter wealth management consultants, your seasoned navigators through the maze of finance. They're like having a trusted co-pilot on your financial journey, ensuring you stay on course to unlock your financial health potential. These consultants offer more than just advice; they're your partners in financial success. Picture this: you're facing economic uncertainties, unsure of which investment moves to make. That's where your wealth management consultant steps in, offering reassurance and strategic planning to weather the storm and keep your financial ship afloat. But it's not just about weathering storms; it's about optimizing your financial voyage. Wealth management consultants have access to a treasure trove of resources and tools, from cutting-edge technology to expert insights. They use these tools to help you navigate choppy financial waters, making informed decisions that maximize your returns while minimizing risks. And let's not forget the objectivity they bring to the table. Ever made a financial decision based on emotion, only to regret it later? With a wealth management consultant, you can trust that decisions are made with a clear, unbiased perspective. No emotional biases or impulsive moves—just sound, rational advice tailored to your unique financial goals. In short, partnering with a wealth management consultant isn't just about managing your wealth; it's about gaining peace of mind and confidence in your financial future. So, if you're feeling lost in the sea of finance, consider enlisting the help of a trusted consultant to guide you towards your financial goals. Contact us today to speak with one of our professionals: https://lnkd.in/g9_hD54D

🕰️ Procrastination: The Silent Killer of Financial Planning 💸 Why do so many people put off financial planning, even when they know it’s important? Procrastination is one of the biggest obstacles to creating and following through on a sound financial plan. Let's explore why this happens and how to overcome it. Here are 5 common reasons why procrastination interferes with financial success: 1️⃣ Overwhelm: Financial planning can feel daunting. Many people don’t know where to start, leading to avoidance. 2️⃣ Fear of Mistakes: The fear of making the wrong decision can paralyze action, especially when it involves investments or retirement planning. 3️⃣ Lack of Time: Busy schedules can push financial tasks to the bottom of the to-do list, even though they’re crucial for long-term stability. 4️⃣ Immediate Gratification: It’s tempting to prioritize short-term wants over long-term savings, leaving financial goals to be addressed "later." 5️⃣ Unclear Goals: Without clear objectives, it’s easy to lose focus and delay financial planning indefinitely. 🧠 The solution? Break tasks into smaller, manageable steps, and set specific deadlines. Tackling financial planning one step at a time makes it less intimidating—and more rewarding. Ready to help your clients overcome their procrastination and plan for a more secure financial future? Adviser CE offers comprehensive courses to equip you with the tools you need to guide them. 💡 #FinancialPlanning #OvercomeProcrastination #InvestmentAdvisors #AdviserCE #FinancialSuccess #SmartInvesting #PlanForTheFuture

Why Financial Planning Isn’t Just for 'Later' 🌟 Recently, I had the opportunity to connect with Mr R (a 24-year-old referral) who initially believed financial protection wasn’t necessary for him yet. “I’m still young,” he said. “What are the odds that I’ll need this now?” This mindset is common, especially when life feels like it’s just beginning for him. As we chatted, I shared some real-life stories that highlighted how unexpected events can affect anyone—no matter their age... By the end of our conversation, he expressed heartfelt gratitude for the guidance and recognized that financial protection isn’t just about age; it’s about being prepared for life’s uncertainties. Together, we crafted a plan tailored to his budget, focusing on both protection and savings. It was incredibly rewarding to help him take that crucial first step toward securing his future. 🤝 Conversations like these remind me why I’m so passionate about what I do. Financial planning is not just for a select few; it’s for everyone, at every stage of life. The earlier we embark on this journey, the more peace of mind we can cultivate for ourselves down the road. 💖 Let’s embrace the present and plan for a brighter future together! If anyone is interested in learning more, feel free to PM me. I'm happy to share how I guide my clients toward securing their financial futures. 🙌