years would look like. She shared with me her fi nancial state- ments, and I suggested that we reconvene in a few weeks to review the results of my analysis.
When Jan and I met again, she physically looked differ-
ent from the fi rst time we spoke. Her eyes were a bit brighter and she smiled when she saw me. We spent more than an hour talking about her plan. We discussed savings and spending behaviors she would need to adopt given her new lifestyle, and we talked about how the asset allocation within her investments should change to support her needs and ad- dress her fears about outliving her assets.
After we fi nished discussing her plan I asked Jan if she had further questions. Jan shook her head no and her eyes welled up with tears. As they began streaming down her cheeks Jan reached out, touched my forearm, and whispered “Thank you, Caroline. You really listened to me. I am so hopeful.”
You, too, can be hopeful. You, too, can create the life you
envision when you have confi dence, control, and comfort over your fi nances. You can obtain this peace of mind when you follow your unique, integrated, holistic fi nancial plan. Life is too short to not live with intention. Dream It. Plan It. Do It. Live your dreams through fi nancial planning.
Caroline Wetzel is one of Natural Nutmeg’s 10Best Winners for Business/Life Coach. Caro- line is a Certifi ed Financial PlannerTM (CFP®) and Vice President, Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Insti-
tutional 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 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 66 and spotlight on page 40.
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