Stephen Remus

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6182e0Z1Q

Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.

Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6187dzpMh

Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

Even though graduation may seem far away, it’s never too early to start preparing to pay for college. Let’s get together to work out a plan that works for your wallet and their future.

*Planning and Progress Study, 2024.

If you’ve been wondering what’s in the cards for you financially, well, now’s the time for you to connect with me and find out. And while I also rely on readings, I typically do that with financial statements. Reach out to me and let’s work on your good plan together.

When it comes to your finances, you don’t want to find yourself behind the 8 ball. Or asking one for advice, for that matter. That’s why when it comes to discovering key money strategies, well, all signs point to me. Reach out today for an outlook that looks good.

Saving for retirement is a hot button issue for a lot of Americans. Each generation views it differently. Let’s chat about your thoughts.
*Planning and Progress, 2023

I know what you’re thinking–how did I all of a sudden become an adult? Well, the good news is that adulting happens to all of us, and when it does, you don’t have to do it alone. Read our Guide to Financial Planning in Your 30’s for tips on how to make the transition from the big 2-0 to the big 3-uh-oh more seamless. And if you have any questions, I’m here to help out. http://spr.ly/6185ZwHCT

Do you believe in love at first sight when it comes to your financial plan? Or is that a feeling you haven’t experienced yet? Maybe it’s time to chat with me and get matched with your own Good Plan and go on to live happily ever after. Reach out to learn more.

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

As a financial planner I could either bore you with pie charts all day long, or in honor of Pi Day, I could show you how everyone’s Good Plan is unique and special by presenting more literal pie charts. Don’t you think this way is yummier?

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6180Xd9WI

It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

Want to get a head start on your New Year’s resolutions? Getting a financial plan designed to make them happen is the key. Reach out to get started.

Our is back this year to boost your budget with no-spend weeks. You in? I’m here to make your hard-earned savings work even harder for you. Reach out to get started.

It’s my job to help you realize your dreams through good financial planning. But first, let me help you get a better understanding of what makes a financial plan good–reach out to me and let's chat more about what goes into making one that brings you closer to your life goals. http://spr.ly/6188uNn1s

When the unexpected strikes, it helps to have a plan. I’m here to help you feel secure, no matter what life throws your way. DM me today to get started.

Nearly three-quarters of Americans think a candid conversation about money should come before popping the question. Do you agree? I’m here to help ensure your journey to "I do" starts on the right financial foot. DM me to start the conversation today.

*Planning and Progress Study, 2023

At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.

Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.