We continue to navigate one of the most uncertain chapters in our lives. The nature of our conversations with clients has also changed. People are understandably scared about their livelihoods and their families. In our dozens of conversations with clients each week we are covering new territory and tackling topics that were not on the radar in our last periodic financial planning reviews.
- Small businesses are suspending operations…or closing
- Some people are facing a furlough or a layoff
- Cash Flow has been drastically reduced
- Some clients are now the financial lifeline for otherwise independent adult children
- Goals have been delayed (Home Improvements, Home Purchases, Travel, etc.)
- Some goals need to be completely rethought…
- Retirement
- Business Ventures
- Family Planning & Childcare
- College Planning
As a firm, we have always taken pride in our PLANNING FIRST mantra. For all of us – plans have changed.
For our clients, we will be reaching out to you over the coming weeks to schedule conversations about how things may have changed with you and your family.
For our friends, family, partners and those who need to talk through these difficult times feel free to book time with us or ask your questions at info@arsenalfinancial.com. Continue to use our main office line (781-335-9100) and we will either be forwarding calls or checking voicemails on a regular basis.
Wishing everyone healthy passage through these uncertain times. We will be here for you.
Doug Orifice & the Arsenal Financial Team
CRPC conferred by College for Financial Planning.
