Remember being called to the principal's office? It's not like that, promise

by: Cory Carlton | CEO & Co-Founder

Did you ever get called to the principal’s office in school? What happened after you heard them say “Please send (your name) to the principal’s office.”?

All the kids in class would make the same “OOOOOOOO” sound as you slowly got up from your seat. 

What was that walk down the hall like? If you’re like me you took small, slow steps. Hoping that whatever was waiting at the end of the hall would just go away. 

The worst thing was seeing your parents standing there with the principal. For your mom, or even worse your dad, to be standing there made your heart drop.

Then you notice the bag in their hand, or a few dollars and you just realize you forgot your lunch or lunch money.

After that, the walk back to your class was more of a skip and your classmates were disappointed when you got back unscathed. They wanted carnage and were disappointed to see you just forgot your lunch. 

Do you remember that feeling? Those nerves that you felt. That’s what lots of people experience when it comes to saving for retirement or picking the right Medicare plan when they retire. 

So why does planning for your future feel like getting called to the principal’s office?

For a lot of people, it’s because they feel like they’re going to be judged. They expect they are going to be told they are off base or have not done a good job saving or choosing the right plan. 

When you feel those things regarding planning for your future it can make you apprehensive to have a meeting or even look at your statements. 

And that’s why we are here. We’re not here to judge. We’re here to help. We’re here to give you a plan that helps you achieve what’s important to you.

Don’t let your future be like a monster in the closet. If you don’t look in the closet that monster is there waiting for you. But once you take a look and see that there is no monster, and you have a plan, everything will be okay, and you can get a peaceful night’s sleep. 

Getting a plan starts with seeing where you are. What’s most important to you? What your big goals are.

Then, we focus on what is the first step that needs to happen to make progress. 

For some people, it is adjusting their spending. For others, we focus on some foundational things like setting up a family trust to protect the family now and in the future. Or we reposition some money or add an insurance plan to provide peace of mind in a specific area. 

To be clear, the plan we provide is not hope. Hope is not a strategy when it comes to planning. We lay out a crystal-clear path as to what you need to do, when you need to do it, and how to protect yourself from the things you don’t see coming. 

You don’t need to worry about what you’ve done in the past. That’s done. We can’t change it. But we can help you going forward. 

We’ve helped people who felt like they didn’t save enough for retirement and were worried about running out of money. We showed them a plan that makes sure they never run out of money and can rest easy.

We’ve helped people that start saving to get them on the path to their goals.

We’ve helped people adjust some habits to do the things they want in retirement. 

We don’t want you taking small, nervous steps when thinking about your financial future. We’ll show you how to skip like you’ve never skipped before.

We’re not worried about what have or have not done. We just want to help you going forward.

ABOUT THE AUTHOR: Cory Carlton is the CEO & Co-Founder of Both Hands Financial Group. Cory has excelled in problem-solving for most of his life.  Not so much before age six, but since then. Cory has continued his problem-solving adventures working with clients to help them realize how to take what they have done and make it work for what they need and want. Cory likes to say, "My job is to plan for the things you don't see coming." to our clients. We make sure we solve all current problems and have a solution for the ones that have yet to come up. One of the problems Cory is working on right now is building a large Lego castle set with his 8-year-old daughter.