By Jeremy Wallace and Andrew Hart
The coronavirus pandemic and its far-reaching implications has wreaked havoc across the globe. Calling these uncertain times sounds like a gross understatement that doesn’t do justice to the level of stress you’re undoubtedly experiencing. And there’s no real end in sight just yet.
We understand that there’s much to worry about: schedules being turned upside down; uncertainty with our businesses or jobs; concern for our health and those of our loved ones; apprehension about the markets and the economy. But we believe there is one thing that should not be causing you to worry, and that’s your financial plan.
Reduce Your Worry With Preparation
The purpose of having a financial plan is so that you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings peace of mind and gives you a financial future to look forward to.
If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help you thrive.
Meet With Us Virtually!
Our team at Wallace Hart Capital Management is here to guide you during this stressful time. In fact, you are our number-one priority right now.
We would love to answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing, or anything that’s causing you financial worry. Reach out to us at 859.300.3030 or request an appointment online today!
Jeremy Wallace is founder and chief investment officer at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Jeremy has 20 years of experience in the financial industry and is passionate about helping clients preserve and enhance their wealth so they can pursue their passions. Jeremy graduated from Emory University with a degree in international economics and a certificate in financial planning. Outside of the office, Jeremy spends most of his free time with his wife, Julie, and their three children, Isabel, Lincoln, and Reid. He is an avid Chicago Cubs baseball fan, and he enjoys golfing with his wife and traveling with his family. Learn more about Jeremy by connecting with him on LinkedIn.
Andrew Hart is the co-founder and chief planning strategist at Wallace Hart Capital Management, an independent financial services firm committed to offering comprehensive advice and customized services. Andrew has 15 years of experience in the financial industry and strives to provide new and better strategies and processes to improve his clients’ lives. Andrew graduated from Wittenberg University with a bachelor’s degree in business management and holds a certificate in financial planning from Georgetown University and the CERTIFIED FINANCIAL PLANNER™ designation. When he’s not working, you can find him enjoying the city of Lexington, KY and spending time with his wife, Susan, twin sons, George and Ted, and daughter, Merritt. To learn more about Andrew, connect with him on LinkedIn.