Signs, signs, everywhere there’s signs
Blockin’ out the scenery, breakin’ my mind
Do this, don’t do that, can’t you read the sign…

– “Signs” by Five Man Electrical Band

We’re getting used to a whole new crop of signs, aren’t we?

“Please Maintain a 6-Feet Distance From The Person In Front Of You”

“Masks Only”

“No Cash Accepted, Only Debit/Credit Cards”

Yeah… that last one got me. Who would have thought a store would turn down cold, hard cash? But because of the fear of transmitting the coronavirus, some are doing just that.

Signs can be helpful, especially if you’re in a new store, and you’re unfamiliar with the layout. They direct us and allow us to reach a destination faster.

With that in mind, I thought I’d give you a few “signs” to use when scheduling an appointment with us. It will help us help you, and (hopefully) get you to your “destination” faster.

Here are five important questions to ask us:

  • What should I do?
  • Will my withdrawals be affected?
  • Can you remind me of your fees?
  • How can my current financial disposition improve?
  • What are some near-term opportunities?

We want to make sure you have the information you need to make the right decisions. Although we can guide you, you’re ultimately the person who has created certain goals for your life, and we want to help you achieve them in the most efficient way possible.

Currently, we’re researching now on how to buy investments earmarked for long-term growth. At Money & Clarity, we review our clients’ discretionary accounts and look at companies that are positioned for future growth.

When it comes to your financial strategy, we at Money & Clarity are relentless when it comes to finding solutions that work. Call us today at 513-563-PLAN (7526) or book online – together let’s develop a plan that puts you on target for the kind of life you want and deserve.

Nikki Earley, CFP® & Dan Cuprill, CFP®