Here at Fingerlakes Wealth Management, as much as we prioritize responsible, proactive financial planning, we also recognize the importance of taking breaks from it all. Sometimes, what you need to prioritize most is rest. Time is precious. Family is precious. We encourage you to let go of worry and instead turn to the experts.
Climbing that mountain
If bigger-picture questions are weighing on your mind—like college funding or estate planning—let us take those from you and break them down into smaller, actionable steps. Whether you’re just getting started, procrastinating difficult decisions, or debating the best strategies, we’re here to guide you. We can help you see these as stepping stones along a path, rather than a mountain that may seem impassable.
Dreaming of someday
If you find yourself daydreaming during a vacation about how much you’d like to incorporate travel (or golf, or cooking, or lounging with a good book) into your retirement years, let us help you plan accordingly to make that vision a reality. The sooner you start—regardless of your current age—the more likely you are to achieve those goals. Offering assistance at every point of your retirement planning, we’ll help you get from where you are to where you want to be.
Making an impact
If you’re feeling worried about the state of the world and what role you can play in effecting positive change, let us help guide you on socially responsible investment opportunities. This is one of our passion projects, combining our care for our clients with our care for the local community and the environment. Let’s create and execute a vision that lives up to your values.
Productive downtime
If being too hands-off only gives you more anxiety, let us help you identify some simple things to think through and get organized during quieter times that will set you up for success later.
We can help you simplify and streamline your finances, navigate difficult financial conversations with your loved ones, or safeguard your family’s financial future.
These things don’t need to overstay their welcome in your mind. They’re what we specialize in.
We will prioritize your financial well-being so you can prioritize the many other aspects of your well-being, the things that matter to you most.
Schedule a call to talk through any worries we can take off your plate so you can fill it with more of what you want.
