Financial Planning for Right Now

Aug 17 • Financial Planning • 1050 Views • No Comments on Financial Planning for Right Now

By Ashley Kopmeyer

Our mission at KHC Wealth Management – to help our clients in Making Life Count!® , balancing living well today while planning for the future, means different things to different people.

For our client Blake, it means motorcycles and spending quality time with his loved ones.  Blake is especially close with his older cousin, Chuck and the pair have spent the past decade collecting, repairing and riding Harley Davidsons.   In fact, it has been a long-held dream of theirs to bike from their hometown outside Dallas, Texas to the annual Sturgis Motorcycle Rally in Sturgis, South Dakota.  They had planned many trips over the years, but as is often the case, career and other obligations kept preventing them from going.

At age 50, Blake sought KHC’s help with his wealth management needs when he received a big job promotion.  He wanted our assistance with his investments, retirement savings, and plan to pay for the costs of his mother’s senior living facility.  During one of our first meetings, Blake described his love of motorcycles and the dream he and Chuck shared to ride to Sturgis.   In recent years, Chuck’s health had started to decline and Blake feared they might never reach this goal.

He worked with the KHC team to prepare and implement a cash flow plan that would allow Blake to save for his future while maximizing his quality of life in the present.  They identified a few lifestyle changes he would have to make, such as delaying home renovations, in order to travel with his cousin as soon as possible.

Last August, Blake and Chuck hopped on their Harleys and made the 17-hour trip to the famous Sturgis Motorcycle Rally and had the time of their lives.  Having a financial plan that makes the most of here and now – while also being mindful of the future – has given Blake true joy and a sense of security.  And the memories he has created with his beloved friend and cousin will last a lifetime.

For help putting your financial plan into action immediately, schedule a meeting by clicking below, contact Ashley Kopmeyer –akopmeyer@makinglifecount.com, or call (913) 345-1881.

Disclaimer: The above is for illustrative purposes only and does not represent actual client experiences but rather an amalgam of several clients. An individual’s experience may vary based his or her individual circumstances.
Photo credit: driver Photographer / Foter / CC BY-SA

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