Скачать или смотреть Why I Spend More Time Talking Than Calculating - Worth Asset Management

You know what surprises most people when they meet with me?

I don't start by asking how much money they have.

Instead, I ask: What keeps you up at night about your financial future?

Because here's the thing: I can run calculations all day long, but if I don't understand what you're actually worried about, those numbers don't mean much.

I want to know what a successful retirement looks like to you.

Not what some magazine article says it should look like. But what YOU picture.

I ask: What would have to happen for you to feel financially secure?

And: What's the most important thing your money needs to do for you?

These aren't just conversation starters. They're the foundation of everything we build together.

Financial planning means making sure your money supports the life you want to live.

I'm Joe Dowdall, and I believe financial planning starts with listening, not calculating.

If you want to talk, reach out.

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Family. Health. Helping others with their wealth management and retirement planning. Spending time with loved ones. Traveling. Providing the best possible experience to my clients. These fundamentals are what’s most important to me. And when we begin your financial and retirement planning journey together, I will want to know what’s most important to you too.

Learn more by visiting https://joedowdall.com/.