Andrew and Melissa (pictured above – no, they’re not models, they really are that pretty) were feeling frustrated and let down “after many years of wanting to, trying to, procrastinating over, sorting our finances out.”
The Obstacle wasn’t desire
They knew their future ‘Must-Haves’ so what was holding them back? After multiple attempts spending time and money, they had been let down time after time …
“We have tried connecting with a number of financial advisors etc in order to achieve this, just to be disappointed with expensive fees and no results. Feeling like we have gone backwards.”
Trapped in Groundhog Day
Andrew, now 60 years young, explained how hidden agendas and no accountability had trapped them in an ugly loop:
“Call a financial advisor
Pay an uncomfortable amount of money for some advice
Spend 15 mins applying that advice
Forget about everything until one of us became uncomfortable about what was going on
Panic and repeat.”
How they broke out of the cycle
In our first conversation they talked through their problems and from our vantage point we were able to help them identify the roadblocks. Several hidden opportunities revealed themselves and a safe path started to appear, navigating past previous pitfalls.
“All of these factors leading to piece of mind and a feeling of security plus helping us to understand areas we can work on to improve our situation.”
In Andrew’s words, “My initial support started with a clarity call”.
If any of Andrew and Melissa’s cycle resonates with you, then a newfound sense of confidence – that there is hope and a way forward – is only a conversation or two away from where you are today.
p.s. Here are three common take-aways from a free 15 minute ‘clarity call’:
Clarity: Do I need advice, or are there other options I can easily implement myself?
Direction: Where can I find the insights and answers to quickly find what I’m looking for?.
Results: Tap into the proven strategies that only a veteran with 30+yrs of planning & investing experience can bring to your call.
Head on over to https://danielbrammall.com/roadmap-experience and invest 15 minutes so you can get the clarity and direction you need to make progress towards a clearer and more bulletproof future.