Introducing a New Root Financial - Root Financial

If you’re thinking about your retirement journey, you may quickly get overwhelmed with the amount of planning required to do things right. To make matters worse, you’ll soon find there are financial salespeople out there who happily give cookie-cutter answers about what you should do with your money to make a quick sale. They’ll have you fill out a generic questionnaire and run your numbers through some basic software, all just to give you the same blanket advice they provide every other client.

If you hire a financial advisor, you’re looking for guidance with one of the most intimate parts of your life. But unfortunately, too often, you’ll often get a lot of boilerplate recommendations that aren’t unique to you and your specific circumstances. 

Life isn’t linear, and when it comes to retirement, it isn’t all about money. You’re a unique person with your own lived experiences that, no matter how hard we try, won’t fit into a box like anyone else’s. And the truth is, there isn’t a rulebook. We’re in uncharted territory when it comes to retirement planning. If someone tries to give you a cookie-cutter answer, it won’t be long before it doesn’t match your needs anymore. 

With this prescriptive thinking, you’ll work hard and save—only to find that you’re following advice that isn’t helping you live the life you want. There’s not enough out-of-the-box thinking.

This is why I started Root Financial in 2017.

Since then, we’ve grown a lot. And today, I’m excited to reveal our rebrand. This new look better reflects the Root of today and embodies our promise to our clients. It also amplifies our reach and, ultimately, our ability to serve more people.

And that’s our mission: to help as many people as possible get the most out of life with their money. Which starts with a simple question: What do you want your life to look like?

By getting a complete picture of who you are as an individual, we can chart a course designed especially for your wants and needs. We call this human-first financial planning: a methodology that starts at your roots and is guided by your why. Your financial situation is a human problem with a personal emotional connection. It should be met with an empathetic, human-led solution that truly gets it.

And when we work together, we want you to walk away feeling great. We think we have the best job in the world, and it’s an incredible privilege to help people like you with something so critical in life. It should be exciting thinking through your future, and we’ll do everything possible to ensure you find that delight by meeting you with the enthusiasm you deserve. It isn’t enough to provide an excellent portfolio or financial plan. We want you to walk away with total confidence and happiness in how it’s delivered. Sometimes that’s as simple as providing complete transparency and educating you on what’s happening.

Chances are, you already know a thing or two about investing. We all deal with money daily, we can’t escape it. But it can get complex, and you don’t want to spend all your time researching what to do with your finances. Without diligent oversight and planning, we can make costly mistakes or serious missed opportunities. You want someone you can trust to guide you.

That’s what we do at Root; we’ve helped hundreds of people live on their terms. When you see a transformation from uncertainty and unease to a place of security and calmness, you want it for everyone else. This is what gets me excited to work with our clients every day. 

Ultimately, we all want the same things: to know we’re going to be okay, live a happy life, and leave a legacy behind that we can be proud of. If we’re lucky enough to have the opportunity to help you with this, we won’t take it lightly. And if you’re already a client, thanks for your continued support; we appreciate you more than you know.

Watch the video below to meet the team and learn more,

Thanks for reading. Be sure to subscribe for weekly financial and retirement education.

Warm regards,

James Conole