Beverly Kimball - Financial Advisor

Check out our upcoming event!

We never want to think of ourselves as getting older, but life has a way of sneaking up on us.

Invite a friend and join us at our upcoming event:
Caring for the Caregiver - Navigating the Caregiver Journey

You can register on our website:
www.consilium-financial.com/events

NEW UPCOMING EVENT!
Caring for the Caregiver - Navigating the Caregiving Journey

Join us for an evening of good food and education and learn about:
* The 7 Signs of Dementia - What to watch for and when to engage
* At Home Support to a full care facility - What you need to know
* Protection when it's most needed - How to plan for the LTC need

Did you know that 7 out of 10 people that reach age 65 will need some sort of long-term care?

Invite a friend and see how knowledge can make a big difference on how you live your best life in retirement.

Register to reserve your spot:
www.consilium-financial.com/events

Time away. I took a week away from my business to recharge and celebrate with friends. This is the first girls trip that I've ever taken. I invited a couple of my friends to join me for some summer fun in Cabo and we had a great time!

If you haven't worked vacation into your financial planning be sure to make space for that. It is a great way to refresh and put a little back into your energy bucket.

Besides, it is always good to reconnect with friends. Just remember...what happens on vacation...stays on vacation 😉

Can your portfolio handle the next market downturn?

We are experiencing all-time market highs, and you may have seen your portfolio balance recover from the last market downturn. This is great news! We all love to see the bottom line growing when it comes to our investments.

Is this going to continue?

While we can’t predict what the market is going to do, we can take a close look at what a downturn would mean for you and your portfolio and see what changes you may need to make to have outcomes align with your needs.

The You factor.

There are some key areas about your investments that you should know including the goal, timeline, strategy, and the You factor. Yes…the “You” factor. This is probably the biggest piece of managing your portfolio. How comfortable are you with market movement? Who do you include when you seek advice about what you should do? How does your money mindset influence your results? Is investing on your own right for you, or would you benefit from having a financial advisor to partner with?

Does investing make you anxious? Do you have F.O.M.O?

If you are all over the board with your decisions it can affect your results over time. Often this comes from lack of a plan. A plan can focus on your goals, align your investments with your values, show you your financial big picture, and help you understand that reacting to market movement may not be in your best interest.
Remove the panic factor.

If you want to know how a market downturn could affect your portfolio, or if it could alter your plan for the future…take action. Schedule a conversation to see if financial planning or an investment review is right for you.

Knowledge is key.

Understanding what you have, why it is invested that way, and how it fits into your big picture dreams for the future…can help remove the panic when markets shift. Having a plan, that guides your path to get there, is even better.

The initial conversation is always free so what’s holding you back? When it comes to understanding your money, your questions deserve answers. See the schedule link in the first comment below, call me, say Hello, and let's get your questions answered.

Excited to be a Financial Advisor! Most of you know this has been a goal of mine for a long time. It is now in place! I am truly going to enjoy being someone people can connect with when it comes to all aspects of their financial lives.

Money is at the base of everything we do. It can bring joy or be an added burden if not handled well. Learning about the options we have, when it comes to our money, is an imperative skill. I am looking forward to being able to guide people through this process.

My dream is to create a place where people feel safe talking about their financial picture, provide sage advice to help them through challenges, minimize potential risk, build wealth, and provide strong planning for what's needed now and in the future.
Today is the first day of the rest of your life. Let's give your dreams the best opportunity to come true and start planning today.

Book a call with me and say hi. I'd love to hear about your goals.
https://go.oncehub.com/SchedulewithBeverly