At Tallkirk Financial Group, we put a lot of emphasis on building a long-term relationship with the people we work with.
That’s because financial planning is an ongoing process. As your life changes, your financial plan will too.
It’s not a one-and-done kind of thing. Nothing is set in stone.
People’s situations change all the time.
Jobs come and go, or people change careers. They move to new cities. They have kids and then sometimes they decide they want more. They find new hobbies, develop new interests, make new plans for how they want to spend their time in the future.
And surprises, both good and bad, happen along the way too. Parents get sick. People pass away. Pandemics hit. Life is chaotic and uncertain.
That’s why you need someone you can trust to turn to and help you figure out what to do, what makes the most sense, and what changes you need to make so that you’ll still be able to do all the things you want to do.
Things aren’t always going to go according to plan. We’ll make a plan together and then we’ll update that plan. And then update it again and again and again.
That’s all part of the process. It’s all part of growing together and working together to reach your goals, regardless of what life throws your way.
It will not be a straight line. But we’ll get there together.