By Kristina Kuprina, Founder & CEO, Sequoia Wealth Advisors.
The world is undergoing a major metamorphosis. These are astonishing and inspirational times. As a species, we are changing behaviors and thought processes in real-time. America was built on the principle of creative destruction. Old ideas and thought patterns must be torn down for a newer, more evolved worldview to emerge. Your financial life is no different. Now is the perfect time to assess and examine your financial life.
Is it aligned with where you would like to be, both now and in the future? Do you have any financial blind-spots? Where is your money? Why? How is it serving you? Is your money in alignment with the flow of the global economy? What do you aspire to be? How are we going to get you there? Together, we’ll answer the questions you need to attain total Financial Consciousness.
The earlier you begin, the more runway you give your goals to take flight. Don’t make the mistake of waiting until you “have enough money” to plan. Let us help you draw the road map and build a comprehensive strategy to take you where you’re headed in this time of great change.
We’re in this for the long haul. Together, we’ll set quantifiable goals to measure your financial plan’s performance in relation to your current life goals and adjust our strategy as required. We’ll continually monitor your life circumstances, economy and the changing environment to make timely, necessary updates to your portfolio.
Kristina Kuprina (CA Insurance Lic. #0F11184) is a Registered Representative with, and securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial Planning may be offered through Sequoia Wealth Advisors & Investment Management Inc., a Registered Investment Advisor and separate entity from LPL Financial.