WHY DID YOU NAME YOUR FIRM CONCURRENT FINANCIAL PLANNING?
Concurrent defined is "existing, happening or done at the same time." Your Life and Money goals work best when they are aligned and working in a Concurrent partnership in the same direction. That’s how Life Money Balance™ works.
Your “wealth” is your earning life. We work WITH two types of households. Those who have asset wealth and those who have income health. Both have unique dynamics and goals. If you have the income (or asset) health and willingness to fund your goals, we look forward to partnering with you.
I BELIEVE A FINANCIAL PLAN WILL BE BENEFICIAL TO MY LIFE, BUT I DON'T FEEL "WEALTHY" ENOUGH TO ACQUIRE TRUSTED ADVICE?
WHY SHOULD I WORK WITH CONCURRENT FINANCIAL PLANNING?
Who we are brings clarity and calm to confusion and complexity. We value the trust and confidence you afford us. We continuously grow our knowledge competency to better serve your goals and needs.
HOW OFTEN WILL WE MEET?
Your meeting schedule is determined by which program we mutually agree fits your journey. There will be pre-determined meetings scheduled in each program. There will also be opportunities to meet outside program meetings to discuss assignments and collect additional information needed to complete analysis and recommendations.
Concurrent provides benefit to our clients through virtual communication flexibility. We value your time and aim to keep outgoing emails and additional meetings focused. We look forward to acknowledging & answering your incoming emails in a timely fashion
IS PRESTON AVAILABLE FOR SPEAKING ENGAGEMENTS, SEMINARS AND INTERVIEWS?
I AM EXCITED AND READY TO GET STARTED. WHAT DO I DO NEXT?
We appreciate your interest and look forward to learning how we can be a partner to your goals. Please schedule an appointment for a 30-minute complimentary consultation.