You are not alone in this process. If developing your ho- listic financial plan according to your values, assembling and analyzing your total financial picture, and identifying changes in your behaviors is too much for you to do, professionals with the Certified Financial PlannerTM (CFP®) designation can help. They are fiduciaries, which means that CFP® professionals offer clients customized financial advice with the best interests of clients in mind – including clients’ values – at all times.
Act on Your Plan The power of a holistic financial plan rests in its imple-
mentation. You have financial goals that you want to achieve because they align to your values. You understand why you are paying for some financial indulgences today and why you are delaying some gratification for the future. You have an appre- ciation for why your financial situation is how it is today and a clear vision for the financial success you want in the future, with a plan for how to make it a reality.
As I tell my own clients, a holistic financial plan is empow- ering, not constraining. When you know what you want out of life and how you’re going to make it happen through little deci- sions every day, you have both the structure and the freedom to enjoy the process.
We all know that life is dynamic; things change. As and
when new circumstances arise in your life – like (re)marriage, divorce, birth, death, college, career changes, and retirement – revisit your plan, reassess your goals, and determine again whether your strategies for making daily financial decisions will continue to serve your needs. Use holistic financial planning to dream, plan, and live the life you want, in line with your values.
Caroline Wetzel is a Certified Financial PlannerTM (CFP®) and Vice President, Private Wealth Advi- sor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively "Procyon Partners") are registered investment advisors with
the U.S. Securities and Exchange Commission (“SEC”). This article is provided for informational purposes only and for the intended recipient[s] only. This article is derived from numer- ous sources, which are believed to be reliable, but not audited by Procyon for accuracy. This article may also include opinions and forward-looking statements which may not come to pass. Information is at a point in time and subject to change. Procyon Partners does not provide tax or legal advice. See ad on page 39.
Oral health is directly related to your overall body health. However, many people avoid dental visits due to fear.
1414 Tues., Wed., Fri. 10-6, Turs. 10-7, and Sat. 10-5
DONʼT LET FEAR KEEP YOU FROM BETTER HEALTH...
Experience Anxiety-free Sedation Dentistry.
$79.00 (reg. $246) Full mouth x-rays, oral, head and neck exam
NEW PATIENT VISIT
South Windsor Smiles offers worry-free Oral Sedation Dentistry that helps eliminate anxiety, increase comfort, for improved dental and overall health.
Make an appointment Call (860)640-4465
112 Deming St., South Windsor, CT
www.southwindsorsmiles.com
South Windsor Smiles Kevin H. Norige, D.M.D.
www.NaturalNutmeg.com 33
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44
