January 4th, 2020
January 4, 2020
Joseph Vecchio CPA, CFP, MBA

“If I could get you into this car for just $400 a month, would you buy today?” ← The cheesy used car sales guy.

(Of course, you don’t know that he’s got incentives, back-end payments, and financing charges hidden in that price, or that the car he’s trying to sell you has a salvage title.)
Getting financial advice shouldn’t be like buying a used car.

It should be the start of a long-term relationship that starts with mutual trust.

Have you ever had a conversation with an advisor and suspected they already knew what they wanted to sell you before you even opened your mouth?

If you’re nodding your head yes, you’re not alone.

That’s because many financial advisors are salespeople who get paid a commission to sell you specific products and specific strategies.

Regardless of what you actually need.

As a fee-only advisor, my approach is the complete opposite. Here are a few of the advanced strategies I use to help my clients use money to create the life they want:

Understanding your financial programmingPSYCHOLOGY
Rewriting your internal money scripts into powerful new onesCOACHING
Avoiding emotional investing decisions that cost average investorsCOACHING
Turning financial overwhelm into confidence and controlSYSTEMS
Creating a step-by-step financial action planSYSTEMS
Optimizing your taxesADVANCED TECHNIQUES
Optimizing your investments for your goalsADVANCED TECHNIQUES
I can show you how you can use these advanced techniques in your own life in a simple phone call.

I’d like to help you gain clarity and confidence in your financial journey by providing you the undivided, planning-focused attention, and advice you deserve.

It starts with a simple conversation.

What’s changed in your life that is inspiring you to have a deeper conversation about money?

Are you frustrated with your current situation and you’re ready to make a change?
Or maybe you already have a goal and need help in your journey to get there?
Do you know what you need to accomplish and just need a second opinion to make sure you’re not making any big mistakes?
Let’s talk.

I’d like to offer you a meaningful, confidential discussion that will help you get crystal clear on the next steps you need to take.

Just click here to request your complimentary and confidential Financial Clarity call. It’s 100% free, and there’s no obligation to move forward if we’re not the right fit for one another.

During our conversation, I’ll be sure to answer all of your questions and make sure you feel comfortable and confident about the path you’re on.

If you’d rather set up an in-person meeting, just give my office a call at (732) 704-8982 or email joe@shorefp.com.