Financial Planning
Pursuing Your Financial Goals with a Professional Financial Planner
Achieving every financial goal you've ever dreamed of can be challenging. We advise our financial planning clients to identify their goals clearly, understand why they matter, and decide which are most important. By concentrating your efforts and working with an experienced financial advisor, you have a better chance of achieving those financial goals that matter most.
At Claycomb Wealth Management, we believe that your ability to achieve and live the lifestyle of your choice is based on creating a long term, broad base, well thought out financial plan. A plan developed and executed with the assistance of a CERTIFIED FINANCIAL PLANNERTM is the roadmap that will guide you in making decisions during your life about expenditures, investments and career choices.
A well constructed and periodically reviewed financial plan and investment portfolio can ease life's financial bumps and help manage money worries you may otherwise encounter. Such a portfolio doesn't happen overnight, but time works in your favor the sooner you partner with a financial planner and get started.
Work with a Financial Planner to Identify Your Objectives
What are your top three financial objectives? Honesty and clarity are essential when going through this process. If you decide your chief goal is to "make a lot of money," the vagueness will undermine your financial plan. A better, more specific goal could be "retire by age 50", "be a homeowner by age 25," or "be worth $1 million by age 35."
What do you truly want in life? It's a far-reaching question that has a significant impact onyour financial plan. If you desire a boat to travel around the world, then competent, diligent financial management can help get you to the ocean. When thinking about this, consider things that will make you feel secure, happy, or fulfilled.
And remember, no matter how well we plan, life shifts in ways we don't anticipate. This is where a long term relationship with an experienced financial planner really adds value. Shawn Claycomb will be with you for the long term, understanding changes in your life as they occur, and adapting your financial plan as appropriate to account for those changes and help keep you on the path to your financial goals.
Choosing a Financial Planner to Make the Most of Your Investments
With clear financial objectives firmly in mind, the next step in the process is constructing and living by a well thought out, tailored plan to pursuing your financial planning goals.
But there are many financial advisors out there. How do you choose one that's best for you?
Listening is very important. At Claycomb Wealth Management, the primary way we help you is to understand your concerns, ambitions, and ideas. When we sit down to discuss your finances and life changes with you, whether it's for the first time or not, we listen. This ensures we are up to date, and can keep your financial plan current and focused.
Your financial planner should also be credentialed. Shawn is a CERTIFIED FINANCIAL PLANNERTM with 25 years of experience. He has an MBA in finance and has taught graduate courses to other financial advisors. Shawn advises a large number of clients with diverse needs and lifestyle choices. When you choose to work with Shawn, you are partnering with a seasoned financial professional.
An effective financial planner is also flexible, in case your goals change. In fact, we recommend that you regularly review your lifestyle and financial goals to adapt to changing market dynamics and be sure your financial goals reflect what you want at any particular stage of your life. No successful investment portfolio is static.
Claycomb Wealth Management--Experienced Financial Planning Services
For more information on our financial planning services and how Shawn Claycomb can help you work toward your financial and lifestyle goals, call us today at 916-355-8860. Based in Folsom, CA, we serve clients across northern California, including the communities of Auburn, Cameron Park, Carmichael, Citrus Heights, El Dorado Hills, Fair Oaks, Folsom, Gold River, Granite Bay, Lincoln, Loomis, Orangevale, Placerville, Rancho Murrieta, Rocklin, Roseville, Sacramento, Shingle Springs, and Sloughhouse.