Do Your Friends & Family Need Financial Guidance? We Can Help.
By Marjorie L. Rand, CPA, CFP®, RICP®
The unprecedented uncertainty of the past year and a half has been the cause of increased stress for many people—on both a local and global scale. Corporations and individuals alike are having to constantly adjust to an ever-changing world.
In an effort to avoid adding to their stress in times like these, many people respond by putting their financial planning on hold (just when you need it the most!). Instead of retreating from taking action, let Rand Financial Planning act as your support system, helping you manage the financial stress in your life, and working with you to create a comprehensive financial plan that meets your needs in this increasingly unstable world.
Guiding You Through Challenging Times
We understand that the financial decisions you make can have a lasting impact on those around you. When planning for the future, you may not only need to consider your own needs but also those of the people you love and who may depend on you. Creating a financial plan that takes into consideration where you are financially, where you want to be, and how you are going to get there can be a tall order in this challenging environment.
Planning for retirement and managing life’s transitions are some of the financial challenges many individuals face today. A dedicated financial planner in your corner can ease the burden of making some of these stressful decisions. Our background and education have informed our ability to analyze our clients’ lifestyles and create a personalized financial plan for them. We want our clients to have confidence in their finances regardless of market conditions or the state of the world around them.
Providing Exceptional Service to You & the People You Care About
Rand Financial Planning offers a personalized and professional experience. We listen to your needs and provide advice that aligns with your values and expectations. We know the importance of creating a financial plan that helps you take control of your life no matter what challenges you face.
For us, providing trusted fiduciary care is just the beginning of our process. The care and attention we give our clients is what truly sets us apart from other firms. We treat each and every client as if they are our only client. Not many execute a service model to the level we deem necessary. It’s how we do business. No exceptions.
Friends & Family Are Welcome
Do you know someone you believe would benefit from our insight and guidance? We welcome the opportunity to meet them. In addition to arranging to meet in person, we can also have impactful conversations by video chat or phone. We know time is valuable; when and how we meet can be personalized to accommodate the busiest of schedules. Schedule a 20-minute complimentary Q&A call or reach out to us at 908-895-2406 or marge@randfinancialplanning.com to see if we’d be a good fit to partner with you on your financial journey.