like in the future, and how willing you are to own the financial decisions and new be- haviors necessary along the way to enhance your financial wellness.
Before clients and I begin working with
each other, I offer a complimentary financial consult. The value this initial conversation offers to prospective clients is two-fold: I provide a safe space to discuss confidentially their financial pain points, and I volunteer independent initial perspective on what I think is the best course of treatment to improve the prospective client’s financial health. Sometimes the treatment includes working with my team and me and some- times the intervention I recommend does not involve working with us. It all comes down to what is best for the individual.
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Once clients and I decide to work together to optimize their financial health, I guide them through a flexible process that I have developed through the course of deliv- ering hundreds of financial plans for clients. We systematically prioritize their financial pain points, address them over time, analyze our effectiveness resolving their ailments, and continuously strive to take their financial health to the next level of clarity, comfort, and control.
If you aspire to enhance your self-care,
if you are ready to optimize your financial health, and if you want to work with a fidu- ciary who gets the critical importance of an integrated and holistic approach to physical, emotional, mental, spiritual, and financial wellness, know that I am right here. It would be a pleasure and a privilege to offer you a complimentary financial consult.
Caroline Wetzel is one of Natural Nutmeg’s 2019 and 2018 10Best Winners for Business/Life Coach. Caroline is a Certified Financial Plan- nerTM
(CFP®) and Vice Presi- Botanical Therapy + Naturopathic Wellness Center
dent, Private Wealth Advisor with Procyon Private Wealth Partners, LLC. Procyon Private Wealth Partners, LLC and Procyon Institutional Partners, LLC (collectively “Procyon Partners”) are registered invest- ment 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 Part- ners does not provide tax or legal advice.
https://www.procyonpartners.net. See ad on page 20.
30 Natural Nutmeg - October 2020
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