By Michael J. Searcy
My company’s slogan in the 90’s promised, “Mike Searcy will put your life in a 3 ring binder.” The financial planning industry was just starting to become popular, and for many households who were used to stuffing receipts into shoeboxes, the idea of having someone organize their finances into a binder sounded promising. However, I found many were overwhelmed by the sheer volume of paperwork they had built up through the years, paralyzing them from taking action. Others who took action would receive their financial plan and then never look at it again. My company is now celebrating its 40th anniversary this year and I find that many people today are still overwhelmed with getting their finances in order and adjusting their plan along the way – are you one of them? If you are, and you haven’t taken a look at how the industry has evolved to help you with this process, keep reading.
