Powell And Associates Private Wealth Management

Why develop a financial plan?

Jamie Powell embarked on his career because he wanted to work with individuals one on one, customizing each plan to their specific needs. It shouldn’t be about high pressure tactics or quick decisions. You should remain in control of your decisions and your financial planner should be the high performance vehicle that gets you there on time and with quality components.

Every family he has spoken to has had different and unique financial goals. Yet they all have one thing in common – a desire to reach for and achieve their financial dreams. Jamie can analyze your current situation and identify opportunities that can be exploited in order to more efficiently accomplish your specified financial goals. Moreover, his analysis will help to identify problems that may be acting as obstacles or preventing you from achieving those goals. Problems must be identified before solutions can be established. By tailoring a full comprehensive financial plan to your situation, Jamie can achieve this, plus generate an Action Plan that is both realistic and timely, ensures accountability and keeps you on track.

What hurts investors is many listen to their heart, not their head. Investors tend to make finanical decisions based on their emotions and then rationalize intellectually. Jamie can help you avoid this pitfall.

By developing a financial plan, you and your family will:

•Take control of your financial future.
•Set realistic, attainable retirement, education, insurance and major purchase goals.
•Have the necessary financial resources to fund these goals as they occur.
•Reduce the effect of negative events in your life, such as disability, layoffs, death, etc.

James (Jamie) Powell, CFP, EPC
Senior Financial Consultant
Office: 403-220-9654 x267

Why develop a financial plan?

Jamie Powell embarked on his career because he wanted to work with individuals one on one, customizing each plan to their specific needs. It shouldn’t be about high pressure tactics or quick decisions. You should remain in control of your decisions and your financial planner should be the high performance vehicle that gets you there on time and with quality components.

Every family he has spoken to has had different and unique financial goals. Yet they all have one thing in common – a desire to reach for and achieve their financial dreams. Jamie can analyze your current situation and identify opportunities that can be exploited in order to more efficiently accomplish your specified financial goals. Moreover, his analysis will help to identify problems that may be acting as obstacles or preventing you from achieving those goals. Problems must be identified before solutions can be established. By tailoring a full comprehensive financial plan to your situation, Jamie can achieve this, plus generate an Action Plan that is both realistic and timely, ensures accountability and keeps you on track.

What hurts investors is many listen to their heart, not their head. Investors tend to make finanical decisions based on their emotions and then rationalize intellectually. Jamie can help you avoid this pitfall.

By developing a financial plan, you and your family will:

•Take control of your financial future.
•Set realistic, attainable retirement, education, insurance and major purchase goals.
•Have the necessary financial resources to fund these goals as they occur.
•Reduce the effect of negative events in your life, such as disability, layoffs, death, etc.

James (Jamie) Powell, CFP, EPC
Senior Financial Consultant
Office: 403-220-9654 x267