Wellspring is dedicated to serving the investment management, income and financial planning needs of single, widowed and divorced women, and women who have primary responsibility for managing family finances, as well as couples who are enjoying or looking to plan for their retirement.
You want to feel more confident about making important financial decisions and I want to help make that happen for you. To that end, whether you want to call them guiding principles or core values, there are some things that just seem intuitive to me:
Your feelings matter
Feelings, perceptions and gut instincts are important and should always be considered in your financial planning and asset management strategies. How you feel about a financial decision is a valid factor in making that decision. The most financially sound strategies can come undone in an instant - and often at the worst possible time - unless there's a meaningful connection between your financial plan and your feelings.
It's not that complicated
I think some financial advisors make things more complicated than they are because it makes them look like they’re the smartest one in the room. Others are really well-intentioned but just not always good at explaining things in a way someone who’s not in the business can easily understand. Some of this may seem difficult or confusing on the surface, but it doesn't have to continue to be so. With the right approach, patience and time, I promise you it's not as complicated as you might think.
Go at your own pace
You don’t need to make important decisions under a false sense of urgency. We'll take whatever time you need so that you can be truly comfortable, especially in areas that are less familiar. It's important to me that you always feel welcome to meet or to talk on the phone as often as you'd like and as long as you’d like. I keep an open door, open telephone and open email policy, which means managing my time is my concern, never yours.
Don't try to fix what's not broken
In addition to investment accounts in multiple places, many people also have a number of other financial products, including life insurance, long-term care policies or annuities. Where it makes sense to make changes we will discuss those recommendations so that the what, why and how is clear and you're comfortable moving ahead. But just as often, people already have some financial products that are working quite well for them. So unless it's problematic, let's make the most of what you already have.
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