When we work with clients, we look at many “what if” scenarios – we plan for the unexpected that can truly impact their financial situation. This may include the loss of a job or income due to an unplanned event like premature death or disability. We encourage all our clients to plan for the worst and hope for the best. That way, if the worst does happen, we already have a plan for it. Having a playbook for the unexpected makes a difficult situation a little better. The pandemic we are all experiencing increasingly feels like one of those unexpected events. But this unexpected event is happening to entire communities, states, and even countries all at once.
Tim became a Certified Financial Planner™ to help people, so we are reinforcing that mission to offer pro bono financial advice to those negatively impacted by Covid-19, including budgeting, savings, and cash flow planning to anyone who has lost a job, taking unpaid leave, or has reduced income due to lost business opportunities. If you or someone you know is in this situation, please reach out to schedule a virtual meeting. We hope our industry and other Certified Financial Planners™ will join us in helping our communities get through this stressful time.