Financial planning doesn’t need to be so dreadful
The financial planning process can be intimidating, anxiety-inducing, dreadful. Humorless. Icky.
I’m Karen Coyne, CFP®. And I’m here to tell you: It doesn’t have to be that way.
As an advisor, I don’t look at money as if it just lives on a spreadsheet. Because money is much more than math. It’s a vine that weaves and intersects with so many other aspects of your life, from your work to your relationships. You don’t live in a spreadsheet, you live in the real world. So let’s keep it real.
My clients are entrepreneurial physicians and other successful professionals who value their time, wellness, and relationships as much as any other asset. We work together to identify how your money will best serve your vision and values. Then, the focus is on being actionable. Make decisions when you have options, before life makes your decisions for you.