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revisiting and refining your wealth management approach

Inertia is an object’s resistance to changing motion, direction, or speed. It can be a very powerful force, especially in the context of financial planning. The best financial approach isn’t static. It’s one that adapts to shifting priorities as well as changes in the market. What is your current plan? What are your current goals? Are they still compatible? Do you feel like you’re running in quicksand?

Refining and Retooling Your Financial Strategy

At Stage Wealth Management, we recognize that people evolve and plans change. We also recognize that external conditions may have shifted, and your financial strategy may need to be adjusted accordingly. Stage 3 clients tend to be people like you within the age range of 45 to 55. This is a time when you may need to revisit previous objectives and modify some while replacing others.

So why do we call Stage 3 Running In Quicksand?  Here's why! You'll be:

  • Paying for your children to go to college. Yes, all of them!
  • Paying for your children to go to graduate school, law school, or medical school
  • Paying for a wedding
  • Possibly paying for another wedding

Stage Wealth Management assists you with taking a look at your current plan and needs. We look at what needs to be adjusted in light of your current intentions. Perhaps there’s something that’s worked well all this time, but could be improved for better outcomes.

Getting Your Footing

Nobody wants to feel like they’re running in quicksand, especially at this phase of life. Reach out to us today at 844-782-4396 to redefine and refine your financial goals and break up the inertia.

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