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How The Right Financial Planner Can Help You Achieve Your Hopes & Dreams

How The Right Financial Planner Can Help You Achieve Your Hopes & Dreams

August 21, 2017

Our team is passionate about helping you achieve your hopes & dreams, whatever they might be. Looking to have a cabin on the lake? Hoping to retire early to travel the world? Aiming to build a sense of security for you and your family? Whatever dreams you have, we’re committed to helping you make smart financial decisions that will position you to reach your short, mid, and long-term goals.

Let's Get Your Financial Home In Order

Your financial journey starts with a discovery meeting, in which one of our Fiduciary Advisors will take time to learn all about your values, your lifestyle, and what your hopes & dreams for the future are. We’ll will walk with you through this entire process by asking questions like…

  • What is your present income? Projected income?
  • Do you have any possible health or external issues that might impact finances?
  • Do you have any dependents that you are responsible for?
  • What are your financial goals short, mid, and long-term?

Your trusted advisor will also take time to review the status of your revenue, expenses, and cash flow, to understand what steps are needed to get your financial home in order.

Short, Mid, and Long-Term Goals

After understanding where your budget is and what your cash flow is like, we’ll map out a short, mid, and long-term strategy so that you can invest in your dreams! We’ll first establish short-term goals, which are intended to help you ‘get your financial home in order.’

Short-Term Financial Goals

These are priorities that can be achieved within a 1–2-year period. These goals can be as basic as: planning an honest monthly budget, trimming unnecessary expenses, setting up a ‘rainy day’ fund, and paying off debt.

These goals differ from household expenses. Moreover, as you are potentially changing up some of your basic habits (like eliminating dining out every night!) they are likely to take time to hardwire. Stay focused. Stay motivated. Your short-term goals are the first step to position you to get you that cabin on the lake.

Mid-Term Financial Goals

These are the larger goals that you can realistically financially achieve in a few years because you planned accordingly, and achieved your short-term goals. Your revenue may have also changed, based on promotions or inheritance. You’re tapping into a comfortable financial zone, so it might be time to invest in that new hybrid car, the month-long trip to Europe you’ve been dreaming of, or that new cool new macbook pro.

Long-Term Financial Goals

These are big dreams: buying that cabin on the lake, sending your kids to college, retiring comfortably at 65. Long-term goals require planning and consistent contributions. The earlier you start planning and saving, the larger your nest-egg will grow.

Our team believes that every human on this earth deserves to dream of a better future for themselves, and access the support they need to get there. Without goals, any money you earn can easily be spent in-the-moment rather than being used to fund your dreams for your life. When you choose to work with our team on your financial plan. we'll become your personal CFO, listening as you identify your dreams, helping you develop a strategy to grow your resources and take care of those you love, now and in the future. 

If you’re ready to take a look at your dreams and how you’re going to fund them, we’re ready to help you put a strategy in place. To set up a free consultation with one of our fiduciary advisors, email or call (262) 505-5740. Here’s to all of you dreamers!

Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is a SEC Registered Investment Advisory Firm headquartered at N14 W23833 Stone Ridge Dr. – Suite 350, Waukesha, WI 53188. Du Charme Financial Group is affiliated with and a branch office of Global View Capital Advisors. Supervision office 262-650-1030.