empowering you to keep
being a dreamer A WISDOM LOVER AN ADVENTURER A SEEKER A THINKER AN ARTIST ENTREPRENEURIAL FINANCIAL YOU
Being Financial was founded on the understanding that financial planning is often seen as an intimidating part of our lives. For many, financial planning is often put on the backburner as we tell ourselves, “I’ll think about it later.” Eventually, that “later” turns into “too late” and families find themselves in a struggle.
The foundation of Being Financial was built on the goal of helping our clients find stillness and clarity in the cacophony of competing advice. We strive to help our clients establish a financial future without overwhelming them with sales pitches and unnecessary additional services.
We’re here to be your financial Sherpa, so you can enjoy Being You.
“Don’t make the same mistake twice.””
Eat a frog first thing in the morning and nothing worse will happen to you the rest of the day”
Start with the end in mind.”
Instead of cursing the darkness, light a candle.”
Acknowledging the good that you already have in your life is the foundation for all abundance.”
The only failure is quitting. Everything else is just gathering information.”
Life is like riding a bicycle. To keep your balance, you must keep moving.”
Have the courage to follow your heart and intuition. They somehow already know what you truly want to become. Everything else is secondary.”
experience everything life has to offer
My client conversations start in a vastly different place than most; We focus on your values, where you want to go, your goals, and what you want to do in retirement. This process involves relevant questions, active listening, and a few meetings of dialogue to clarify with each other before the work of seeing how the financial pieces support your vision.
Who knew tax advantaged gifting could feel so good?
Multigenerational wealth management.
How clear and confident are you that the current strategy will get you there?
Devise a short term or long term strategy for your portfolio holdings.
Long Term Care
Can I preserve assets for the next generation while having care I’m comfortable with?
How and when should I place the risk on an insurer?
How do I weigh the benefits of waiting?
Am I using the tax law to support my goals?
let’s start your journey together
planning for retirement should be like a walk in the park
Being FinancialJared Troutman, CFP®
320 S. Main St.
Harrisonburg, VA 22801
Call: (540) 246-7554
Fax: (877) 840-2379