Do you ever feel like you’re in a circus act with all the balls you’re juggling? We get it. Sometimes it can feel like we’re juggling a million different priorities, and if we try to add one more, they’re all at risk of falling. What are your most important “balls”? Family? Maybe health? Or your job?
While financial planning may not be high on your list, don’t underestimate its importance. Money affects every part of your life and can positively impact the things that matter most. However, because of its far-reaching impact, managing money often leads to stress and worry. That’s why a financial advisor can play one of the most prominent roles in a person’s life and financial future.
But how do you find an advisor you can trust and who will work with you for the long term? Searching for a financial advisor can be an overwhelming and intimidating process and one you shouldn’t take lightly. Knowing this, we are honored to have the opportunity to serve our clients and their families and friends.
If you haven’t yet shared our firm as a resource, we welcome the chance to connect with and get to know new clients who may benefit from our services. Your referrals are the highest compliment and an integral part of our firm’s continued growth.
The Serenity Financial Planning Difference
We’ve been fortunate to work with a wide range of clients who refer their colleagues, friends, and family members to us. We believe so many people have referred others to us for a few different reasons:
- A personalized real-world approach. No two individuals’ financial service needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone faces a tough decision or goes through a life transition.
- A long-term commitment. We recognize that financial planning and investing is not a static process since life changes happen and investment objectives can shift over time. That’s why we provide ongoing guidance and support. Whether it’s saving for your children’s college education, planning for retirement, or preserving assets for future generations, we seek to provide the financial service resources and continuous management necessary to keep you working toward your goals.
- A dedicated partner. While maintaining a high-touch and personalized experience, we strive to help our clients simplify complex decisions about their money. I hope you feel more confident as you navigate life’s challenges and opportunities with a dedicated partner on your side.
The People We Serve Best
We desire to partner with you and help carry your financial burden, aiming to make your wealth work for you, not the other way around. We strive to work with people whom we believe we can best serve, our client’s family members, pre-retirees and retirees, women in medical field, women going thru a divorce, widows or widowers. Our clients are serious about planning for retirement but don’t have the desire or time to manage their own investments. They value partnering with a trusted advisor who manages their wealth, increases their income, and mitigates their taxes—all so they’re free to focus on what’s important.
Do You Know Someone Who Could Benefit From Our Services?
Serenity Financial Planning’s mission is to provide clients with trusted advice, exceptional personal service, a serene approach to investing, and personalized strategies—while also making them feel heard and cared for as they pursue their goals. When you have questions about your portfolio or strategies, don’t hesitate to reach out.
If you are currently a client of ours and you have enjoyed working with us, we hope you will refer a friend, colleague, or family member who may benefit from our services. Consider sending this article to them, and if they’re interested in partnering with us, they can schedule a no-obligation introductory meeting online or reach out to me at (858) 251-4545 or email@example.com.
Sima Alefi is founder and wealth management advisor at Serenity Financial Planning, a boutique financial firm serving women in the medical field. With two decades of experience, Sima provides her clients with a serene approach to investing while helping them pursue their goals. Sima and the Serenity team strive to offer personalized strategies for their clients’ needs while also making their clients feel heard and cared for.
Sima has a bachelor’s degree in business management and holds the Chartered Financial Consultant® and Accredited Asset Management Specialist℠ certifications. She cares deeply for her community and is an active member of the Kiwanis Club of La Jolla, Sharp Healthcare Foundation, San Diego Nice Guys, and acts as a North County Advisory Board Member for the North County Food Bank. She is a lifelong learner with a dedication to growing in knowledge both personally and in the industry to assist her clients better. Sima enjoys music, cooking, and exploring the beautiful Californian outdoors. To learn more about Sima, connect with her on LinkedIn.