empowering you to keep
being a dreamer A WISDOM LOVER AN ADVENTURER A SEEKER A THINKER AN ARTIST ENTREPRENEURIAL FINANCIAL YOU
Being Financial was founded on the understanding that financial planning is often seen as an intimidating part of our lives. For many, financial planning is often put on the backburner as we tell ourselves, “I’ll think about it later.” Eventually, that “later” turns into “too late” and families find themselves in a struggle.
The foundation of Being Financial was built on the goal of helping our clients find stillness and clarity in the cacophony of competing advice. We strive to help our clients establish a financial future without overwhelming them with sales pitches and unnecessary additional services.
We’re here to be your financial Sherpa, so you can enjoy Being You.
“Don’t make the same mistake twice.”
”experience everything life has to offer
My client conversations start in a vastly different place than most; We focus on your values, where you want to go, your goals, and what you want to do in retirement. This process involves relevant questions, active listening, and a few meetings of dialogue to clarify with each other before the work of seeing how the financial pieces support your vision.
Financial Planning
How clear and confident are you that the current strategy will get you there?
Long Term Care
Can I preserve assets for the next generation while having care I’m comfortable with?
let’s start your journey together
planning for retirement should be like a walk in the park
Being Financial
Jared Troutman, CFP®320 S. Main St.
Harrisonburg, VA 22801
Call: (540) 246-7554
Fax: (877) 840-2379