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A few times a year, I like to sit back and reflect on why I do what I do. It’s easy to get swept into the busyness of life and lose sight of why you are doing things in the first place. Reminding myself of my true passion, purpose and dreams, grounds me, rejuvenates me and motivates me toward greater things.

I took a moment to re-read a blog post I wrote back in 2020, “Why I Became a Financial Advisor” and it hit me that not only has that “why” not changed at all, but it has deepened and solidified more and more over the years. I feel so humbled and blessed to have been able to fulfill my dream of helping people with their finances. Yes, I love numbers and spreadsheets and all the details in-between, but it’s not just about creating financial plans and the “business” of what I do that I love…At the heart of it…my true passion is being able to help take away the pain or worry that brings people in to meet with me, and to provide a clear path forward to fulfill their goals and dreams.

While I have had some clients come in seeking guidance with “good” problems, like receiving an inheritance, many of my clients come in with heavy weights on their shoulders. For a couple clients, it was the weight of debt, for others, they wanted to retire early from a toxic work environment. There was another client who faced health concerns and others who needed help handing financial matters after the passing of their loved one. Many come in having worked hard their whole life and want to make sure they will not make mistakes and run out of money in retirement. Underlying all these situations though is a feeling of uncertainty and worry, not knowing what to do financially and how to move forward. Life can be very difficult and unfortunately, much of it impacts our finances. My passion is to help lift these weights and provide a solid path forward for people.

There is nothing more rewarding for me than to see my clients move from fear and worry to freedom, peace and confidence. That’s why I love what I do. That’s what drives my passion and gives me purpose. My clients know that no matter what life brings, big challenges or small, I am there for them to help them navigate and strategize how to best handle it financially. A client once said to their spouse, when they faced a tough financial decision, “Well, that’s why we have Marge!”. You could see the relief in their face because they knew they had someone knowledgeable and trustworthy to walk them through it. I am so thankful to be able to help and look forward to seeing more goals accomplished,  and more celebrations with each of my clients and the new clients to come!

If you or someone you know needs a financial advisor to help navigate life’s financial uncertainties, please don’t hesitate to call me at 908-895-2406 or email me at marge@randfinancialplanning.com. I look forward to speaking with you!

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