WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning.
Discover why we feel you shouldn’t be panicking, why we recommend you redefine success, and why we believe your financial plan is the most important vehicle you have to support your needs, wants and wishes — all in less than seven minutes. Listen here.
John Chapman CFP®, CKA® understands wealth management is as much about the relationships as it is about the numbers. Strategy, experience and knowledge allow him to create the financial solutions to catapult his clients toward their goals. With WorthPointe’s sophisticated technology at his fingertips, John loves helping families and businesses organize their finances and secure peace of mind surrounding their wealth.
He prioritizes his clients’ values and takes the time to listen to their unique stories. Together, they articulate a clear vision and map out a financial plan to support it. Innately fascinated by the financial markets and global economies, John has a healthy obsession for tracking market trends and formulating projections to better inform his clients about the future ahead. Proud of his CERTIFIED FINANCIAL PLANNER™ certification, John holds himself and his practice to the highest ethical standards and client commitment.
Matt Addington, CFP® serves as both Partner and Financial Planner at WorthPointe Fort Worth, Texas. Having earned his degree in business administration at Tarleton State University, Matt has since built a professional reputation on long-term investment strategy and on-deck customer service. Matt is a CERTIFIED FINANCIAL PLANNER™. Learn more and/or Contact Matt.
Continue Reading
Other articles filed under Financial Planning
Year End Financial Planning Tips
November 14, 2024 - As 2024 comes to a close, investors should consider these year-end planning tips: Maximize Retirement Contributions Maximizing retirement contributions can reduce your tax bill and boost your retirement savings. 401(k): In 2024, employees can contribute up to $22,500 to a...
Continue Reading
The Morgan Report 2024 Q3: Review : Waiting on a President
October 9, 2024 - “Looks like you’re a little stuck not doing anything. What are you up to?” “Well, I’m just waiting on a friend…” That tends to be the state of mind for many folks that are trying to make investment decisions. They...
Continue Reading
The Morgan Report 2024 Q2: Review : Time Waits For No One
July 12, 2024 - The Rolling Stones classic “Time Waits For No One” is a reflection on the passing of time, the passing of friends, and the passing of loved ones. It’s a wonderful song with a precise and beautifully crafted guitar solo by...
Continue Reading
Artificial Intelligence Investment Opportunities
April 24, 2024 - In a new video, CERTIFIED FINANCIAL PLANNING PROFESSIONAL ™ Morgan H Smith Jr., Partner & Advisor with WorthPointe discusses opportunities for investors to participate in the growing field of AI. A secret, it’s really his AI-generated avatar communicating his thoughts...
Continue Reading
The Morgan Report 2024 Q1 Review: 3 Simple Ways To Reduce Risk
April 18, 2024 - After periods of robust stock market performance, many investors feel like they might want to reduce their risk or exposure to stocks as they foresee an inevitable downturn right around the corner. They may be right, they may be wrong,...
Continue Reading