Good Financial Sense

Paula Soares is the face of Pence Financial Group in Windermere, a financial advisement company with ten offices across the country. A transplant from Hawaii, she holds an MBA in finance from the University of Hawaii, and embodies the aloha spirit. As we turn the page on another year, we asked Paula what the new year means to her clients.

“Many times, with the New Year—we are focused on our physical health, however, it is an ideal time for people to take a good, hard look at their financial health. For some, it will be a time to adjust goals and the plans that are put in place for their family’s future. For many others, it’s a time to make a fresh start.”

“I have a Pence Financial checklist, perfect for anyone looking to further their financial health. We call it Fresh Start and a quick click on my QR code below takes them right to it. Fresh Start provides a clear, easy way to assess their finances by taking it step-by-step. With the checklist in hand, you have the perfect tool to tackle your financial health going into 2024.”

This is the perfect time to ask the hard questions. Such as, have your priorities changed? Do you still want the same things you did last year? How is your insurance going to be treating you? I know it’s expensive and gets complicated, with so many options and products out there. Investments are another huge part of a financial picture. How are they doing? Will they get you where you want to go? With a collective force of financial professionals, Pence Financial offers innovative solutions for many, if not all of these questions.

“I say, let’s look everything and let’s get it right. We can craft a new plan if you don’t have one. We can tweak the plan you do have, to match any new or changing goals. Pence Financial Group has the resources of a big investment house, with the accessibility of a smaller, more personal one. Ready to get started? Give me a call and let’s make a fresh start together.”