Marcus W. Fryar, CFP®, ChFC®, SE-AWMATM, CRPCTM, MBA Investment Adviser Representative, Fryar Financial Lately we've seen an increase in clients wanting to know that their financial future is solid. Many clients have engaged us to perform comprehensive financial planning that includes risk management, investments, budgeting, cash flow management, estate planning, college planning business planning and tax planning.
Over the years, we have developed and refined a process that ensures we never lose sight of the two essential elements to achieving financial independence –
what matters most and what you can control.
What Matters
1. Family – our clients #1 concern. Whether generational wealth, education or protection, family is first and foremost.
2. Occupation – whether the desire is complete retirement or a work optional lifestyle, past, present or future, occupation is also top of mind.
3. Recreation – your bucket list! We all have things we want to do and places we want to see. And we want the time and security to do these things and to face the future with anticipation.
Family, occupation and recreation goals are “why” financial independence matters.
Money is the final piece of the puzzle.. Having a process for every decision we make about money is “how” we achieve financial independence.
What We Can Control
We also achieve financial independence by focusing on the things we can control.
In life, there are many things that are out of our control – and frankly, we don’t spend a lot of time worrying about them.
Instead, we never lose sight of this simple premise – “It’s not the direction of the wind but the set of your sails.”
Our process has us focus on the things we can control. It’s set to sync with the client’s pace as their life and needs unfold – and that process is driven by the three D’s:
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Discovery gives us clarity regarding our client’s goals.
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Design gives us comfort regarding the strategy.
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Deployment gives us confidence that all the pieces of the puzzle are in place, are clearly understood and focused to address the needs of the client, which is what matters – financial independence.
To get many of our clients started, we provide them with access to MyBlocks, an online financial planning tool that makes planning for your future fun and easy. The software allows our clients to proceed at their own pace and to feel confident in their financial wellness.
By breaking up key topics into easy-to-understand “blocks” that include retirement planning, protecting your family and much more, you will increase your financial literacy as you define a financial plan for your future.
Who uses MyBlocks?
✔ Young couples planning for the future
✔ Established professionals maximizing their wealth
✔ Soon-to-be retirees solidifying future plans
In life, there are many things that are out of our control – and frankly, we don’t spend a lot of time worrying about them. Instead, we never lose sight of this simple premise – “It’s not the direction of the wind but the set of your sails.
You can use MyBlocks to:
⮚ Set financial goals
⮚ Plan for retirement
⮚ Pass wealth to future generations
⮚ Maximize Social Security benefits
⮚ Better understand insurance options
⮚ Protect your various income streams
Financial planning shouldn’t be intimidating. Let’s get started and try MyBlocks today.
https://www.fmgwebsites.com/ab169984-c477-41fc-ae47-5be06d534eb4/start-planning-today
