WHY DID YOU NAME YOUR FIRM CONCURRENT FINANCIAL PLANNING?
Concurrent is defined as "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. This is Life Money Balance™.
Your “wealth” is your earning life. We work WITH two types of households; those who have asset wealth, and those who have income health. If you have the income (or asset) health, and the 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 are continuously growing our knowledge and competency to better serve your goals and needs. Most importantly, we are guided by our fiduciary obligation to you, which is always to put your interests first.
HOW OFTEN WILL WE MEET?
Your meeting schedule is determined by the program which we mutually agree fits your journey. Meetings are pre-scheduled across the selected program. There are opportunities to briefly meet outside the scheduled program meetings to discuss assignments and collect additional information as needed to complete the analysis and recommendations.
We value your time and believe that virtual communication provides you a human element coupled with the flexibility of location, time, and commute. We aim to keep outgoing emails and additional meetings focused. We look forward to acknowledging & answering your incoming emails in a timely fashion.
IS DR. CHERRY 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.