By Annie Aaroe and Iris Buczkowski
It really is true that money makes the world go around. It impacts everyone’s existence and influences decisions people make on a regular basis. At Birch Wealth, we are not experts on everything, but we are exceptional at the organization of your financial life.
Do you ever have that nagging feeling that you should be managing your finances differently, or want to construct a better plan? Do you want a future you’re afraid you won’t be able to afford? Are you worried that you will outlive your money? Chances are, if you receive an income, you have experienced some of those thoughts. That’s where we come in. Birch Wealth Management has one simple objective; we strive to make the highest quality of life a reality for you. People who work hard, and have hopes and dreams for themselves and their family, deserve to have the very best resources available to them when it comes to making financial decisions. We are very proud to be able to offer exactly that.
Anyone, no matter your age or net worth, can benefit from having a financial plan. But the reality is, the topic of money engenders a host of emotional reactions, and the logical, planning side, doesn’t always win out. People from all different financial backgrounds can feel confused or worried about their money. At Birch Wealth, we understand that each client is different, and we take the time to listen to your story and ultimately develop a plan that you understand, and that feels right for you. As financial advisors we help you identify your goals (and yes, it’s okay not to know what those are in the beginning!) and offer ongoing advice on your wealth management needs that will get you where you want to be.
We work with money, but more importantly, we work with people. That’s why this blog will cover all sorts of topics both financial and personal in nature. We are people-centered and community oriented, and we want to connect to you, our constituents. In this blog we will delve into topics across the financial spectrum, topics as varied as our community, providing knowledge and therefore confidence for our readers.
Each family is unique, which means each financial plan is unique. Our expertise lies in understanding your unique needs and developing the best financial plan for you. We communicate with our clients one on one, and now also through this blog, to guide you on your financial journey. Even if you don’t have a million dollars, you will certainly feel like you do after taking the first steps toward investing in yourself and future.
Annie Aaroe is a freelance writer and owner of Aaroe Writing (aaroewriting.com). Iris Buczkowski is the founder of Birch Wealth Management (birchwealth.com). Original content provided by Annie and Iris is for educational purposes only and should not be construed as investment advice.