How I Am Different
STEPHANIE BENNETT
When I tell people I’m a financial planner and wealth manager, they often ask how I’m different from all the other planners and advisors out there.
That’s a great question, as I believe I am different in three significant ways, and they’re not about planning or investments!
My Attention to Detail
“I didn’t think about that …” I have heard that phrase hundreds of times as I’ve asked clients and family members about seemingly mundane things like maintenance expenses for older homes, vet bills for special pets, and celebrations for family milestone events. But it’s my thoroughness in asking the right questions that often results in uncovering the details that could make or break their plan for retirement.
My Insistence on Preparing for the Unexpected
I want to make sure my clients will be okay even when the unexpected happens. That’s why we talk about the Murphy’s Law factor and the importance of building into their plans the funds they may need to cover unexpected expenses such as a major dental bill, a broken appliance or even helping out the kids.
The Level of Comfort and Trust I Build with Clients
Whether they need a creative solution to a complicated situation, or helping their children with career or relationship advice or pre-marriage financial counseling, my clients know they can pick up the phone, call me, and I’ll be able to help them with what they need. Sometimes I feel like I’m their personal Google.
JOE GRABOWSKI
I take a strategic, hands-on approach that puts you and your family first. That means building enduring relationships across generations, prioritizing education at every step, and aligning financial decision with your core values.
Long-Term Relationships
I view our relationship as a lifelong partnership built on trust, not a one-time transaction. I’m here to guide you through every stage of life — from career milestones to retirement — adjusting your financial plan as your needs evolve.
Multi-Generational Planning
Financial planning is a family matter. I’ll help you prepare not just for your own retirement and goals but also plan ahead for those your care about in your life. I love the opportunity to work alongside people to build healthy money habits.
Education-First Approach
I believe an informed client is an empowered client. That’s why I take the time to explain the “why” behind recommendations in clear, straightforward language — no jargon, no confusion.