Over the years, we accumulate financial products based on life events and financial decisions. This leads to disorganization in our financial life.
How do you know for certain that what you’ve been told and sold over the years is the right thing for you?
The result of disorganization is losses and wasted money! If you haven’t been educated on how to coordinate financial decisions, you are most likely on track to lose hundreds of thousands of dollars unnecessarily.
At Dan Kramer Inc, we can help you orchestrate your finances at no cost to you and teach you how to recover these losses with no out-of-pocket expenses! What do you have to lose?
Video Transcript: Financial Junk Drawer
What is the financial junk drawer?
It is a state of finances we all fall prey to. Over time you’ve accumulated various products, investments, insurance,
and debts. You hope they are doing what they’re supposed to do. Did anyone ever teach you how to organize or coordinate your finances so they work together? It creates a state of chaos. The result is the financial junk drawer. You know the drawer in your kitchen right next to the stove or the fridge? There’s just a bunch of stuff in there you’ve thrown in there at different times. You know you have it, but you can’t really find it when you need it. Is it valuable for you anymore?
It’s a guessing game. What does it do for you in the long term?
Here is the problem.
It takes away wealth and could lead to losses ongoing in your life. Our process can help you identify if you’re living in a financial junk drawer and make the decision to improve. How do you test and measure everything that you have been told and sold to make sure it is most efficient for you? In a future video, we’ll talk about the solution and overcome the financial junk drawer. But, for now, your need to know your assets, and your uncoordinated decisions could lead to financial losses. You could be setting yourself up to lose hundreds of thousands of dollars over your lifetime.
Coordinate your finances.
Professionals have differing opinions. You hope and trust the opinions are correct, but you don’t have a way to test them against each other. There isn’t a blanket solution where every plan works for everybody. You have a different life, different wishes, and individual things you want to accomplish. We have a process that puts you in control of those decisions. We’ll talk about your needs and goals and plan accordingly. I tell people not to trust what I say. Let’s test it as you go through this process because your situation is different. You know what your needs are.
What are your goals?
Your goals change, so the process wants to set you up to have the maximum financial potential. You can adapt as needed without losses occurring. That’s what you should be striving for. Let me know you have questions or specific issues that you’re facing in your life. I’d be more than happy to help out. At Dan Kramer Inc., we’re always here to help. I appreciate it. Thank you.