The numbers don't matter if it doesn't feel right. Putting a plan together for how to save money is as important as the plan of how you will spend the money.
Whether you've saved $100,000 or $5 million you may have spent your entire life doing so. The most important parts of a plan is having one, knowing the risks and in my opinion having someone that you can talk through the up's and down's in order to stay on the plan. That's where I come in.
I decided to start my own firm, Loyal Wealth Management, for many reasons. The most important reason being that I could have a select number of clients that I can service (or cater to) and help on a personal level. I love what I do and feel grateful for the opportunity to make a difference in the lives of people I meet (or work) with.