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Mike Hackler, CFP® wants people to know that financial planning isn’t just for the very wealthy. It’s something that can benefit anyone — regardless of how much money they have.
Financial planning is being able to reach your freedoms, the goals you’ve set,” says Hackler, of Cornerstone Wealth. “The first two freedoms people search out are freedom of time and freedom of money. The main way you get there is through financial planning and by discipline — ignoring something right now for something better later on.” Hackler says it’s important to get to know clients, their values and their goals to help them chart a path to get there.
Whether someone wants to maximize their investments, improve business operations, plan for retirement or anything in between, Cornerstone Wealth’s unique, hands-on strategy can help.
“It’s being your thinking partner,” Hackler says. “It’s helping people think through all the things that are not on their radar — looking at their blind spots and showing them what could go wrong, but at the same time, what could go right.”
Building strong relationships with clients is at the heart of Cornerstone Wealth’s philosophy. Fostering trust is key, he says, as he guides clients in conversations about topics that can be complicated and even uncomfortable — like debt, taxes and estate planning. But the end result is a long-term partnership that enables clients to navigate complex situations.
