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Here's What We Think

The MOST important part in designing your Financial Life Plan Thumbnail

The MOST important part in designing your Financial Life Plan

What is the FIRST and MOST IMPORTANT part of the Financial Life Planning process? When we begin a new client's Financial Life Plan, we seek to answer 3 key questions that revolve around cash flow. We want you to be able to answer these questions definitively at the end of our planning process. This is all before we even touch on investments, tax coordination and insurance coverage...

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Are You a Financial Procrastinator? 5 Ways To Overcome It  Thumbnail

Are You a Financial Procrastinator? 5 Ways To Overcome It

Financial procrastination is when you have financial obligations and moves to make, but you put those decisions aside on a continuous basis. For instance – you know you need to balance your checkbook, but you continue waiting until things are going wrong. Or, you may have student loans and need to apply for a deferment but you let the time-lapse and end up in the credit bureau.

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What is the value of a "free" Financial Life Plan? Thumbnail

What is the value of a "free" Financial Life Plan?

Often I get asked, "how do you get paid?" Most financial professionals talk about how important it is to have a financial plan, but then turn around and offer a "free plan" with an end game already in mind. At Drucker Wealth we are so committed to our financial planning process and know how much value our clients will derive from every step of our process and that is exactly why charge for it!

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