I have to admit. I know very little about financial planning. And frankly, thinking about beginning the whole process makes me want to do anything—anything—else. When choosing between getting my physical house and my financial house in order, even cleaning the toilet takes on a certain allure. I’d much rather write a children’s picture book than write a plan for making sure I can eat in retirement.
Luckily for me (and maybe a few of you?), one of our vendor sponsors at the upcoming Northwest Christian Writers Renewal conference, is Wen-Liang Huang. Wen has been a financial advisor at Waddell & Reed in Bellevue for more than two years and in the industry for over five years. He describes his job as “providing investment and financial planning services that put your financial needs, goals and objectives first.” It turns out that financial planning is not one-size-fits-all. Wen says, “My goal is to develop a financial plan tailored specifically to your needs.”
Having experienced a recent, drastic change in my financial situation, I felt overwhelmed at first. But following Wen’s step-by-step suggestions proved to be helpful. The key is to start with the basics. Using the tools Wen provides to track fixed expenses, discretionary expenses, and income—while planning for emergency needs and managing debt—I’m figuring out my current financial picture. After that I can think about planning for retirement.
Others may be more interested in achieving specific financial goals, such as educational expenses or transferring wealth to loved ones in the future. It reassures me to know that Wen has had extensive training. (Just take a look at all the letters after his name!) One of these prestigious designations, Chartered Financial Consultant (ChFC®), is described as “the highest standard of knowledge and trust in financial planning.”
When you visit our vendor booths this year, consider talking more with Wen about the financial advising services he provides, and while you’re there, sign up to win a $25 Starbucks gift card.
In addition to learning about their services, another reason to visit all of our vendors at the conference is the chance to win a prize in our fun Vendor Scavenger Hunt drawing. If you haven’t registered yet for the Renewal, sign up today!