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Taming the Financial Chaos
When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome.
Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residents of AL, AZ, CT, FL, HI, MD, ME, NC, NY,PA, SC, TX & VA. Advisory services offered to residents of NC & TX. Branch Office: 1010 North Elm Street, Greensboro, NC 27401. Principles of Financial Planning is not an affiliate of Lincoln Financial Securities Corporation.
Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here**, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describes LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.** LFS-5708180-052623
*www.sipc.org
**https://www.lincolnfinancial.com/public/microsite/lincolnfinancialsecurities/home?utm_source=typed&utm_medium=micrositeredirect&utm_campaign=LincolnFinancialSecurities
Taming the Financial Chaos
How Resilient Are Your Finances?
How quickly could you tell me the impact of these purchases on your finances:
· A $10m mansion at the beach?
· A cup of Starbucks coffee?
· A home improvement or new car?
People tend to freeze on that third question because we don’t know how resilient our finances are.
We’re discussing how planning involves measuring, defining the problem, and finding solutions. This involves something that many people aren’t comfortable with: being vulnerable.
At Principles of Financial Planning, we use what’s called a Slack Evaluation to help our clients understand how resilient their finances are. CLICK HERE to find out more about that service.
Securities and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Principles of Financial Planning and LPL Financial are separate entities.
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For more information about Principles of Financial Planning, including disclosures, CLICK HERE.