Financially lost at sea? You need a compass

Jul 11, 2019 | News & Announcements

Can I ask you a question? If you were on a boat, out at sea and could not see the shore, what would be the one item that you would want with you? I would imagine that you might want a compass, a GPS or some type of map to tell you how to get to your destination as safely and effectively as possible.

Being on a boat at sea with no direction is like chasing a goal, dream or desire with no plan. And, not all plans are created equal. The plan you implement must be YOUR plan that directs YOU to YOUR desired destination. But, guess what? You don’t have to map it out alone!

About me – Tami McDonald, CFP®

When I left corporate America in 2017, I knew that I wanted to continue guiding my clients and working to make a difference in their lives. And, I charted a course to make that happen. Through careful planning and teaming up with the right people at the right time, Brookstone Wealth Management became a reality. My desire with Brookstone Wealth Management was to take what I had done for clients the last 28 years and make it even better. I wanted to create a better process, with better procedures to guide my clients and prospects to their desired outcome.

Teaming Up with Meld Financial

Two years ago, I found and teamed up with Meld Financial, Inc. (Meld) of Birmingham, AL. The same culture and philosophy that I was creating at Brookstone Wealth Management was evident at Meld.

In addition, they had the right tools in place to make charting a course for my current and future clients as efficient as possible. It is through Meld that I discovered Situational Investing and the Situational Investment Plan – which is like a financial fingerprint – that I implement with every client that comes into my office.

About Our Clients

My typical client has saved diligently over the years and believes their time is best spent on their job, family or community – not focused on developing a strategic financial plan. Through the process of Situational Investing we determine where you are now, where you want to be in the future and the best course of action to get you there.

When I meet with clients, I tell them that there are basically two things that THEY can control:

  1. how much they spend
  2. how much they save

No matter how much income you bring in now, it is what you spend and what you save that will make a difference in whether you achieve your future goals. And, simply saving is not enough.  It is through Situational Investing that you will understand your Required Rate of Return, the amount of earnings you need your invested savings to return in order to meet your desired future income goal. We help you understand that number and map out a course of action to help you reach your destination. And, we work with you continually along the way. We aim to be your coach, teacher and mentor. We believe that investing is more than a return, and our clients are more than a number.

We are excited to celebrate two years in the Independent Wealth Management space! Please visit our new website to see if we are a good fit to help you chart your course to a better financial future!

Why Brookstone Wealth Management?

 

Our approach to wealth management is rooted in the belief that every client is unique. That’s why our services don’t come out of a box. Our Certified Financial Planners (CFP®) work one-on-one, side-by-side with each and every client to craft a custom financial strategy that will help make their financial goals a reality.

Financial Planning is a journey, not a destination, and we are your trusted advisor every step of the way. Let us help you navigate your True North.