Worried About Your Financial Plan? Schedule A Q&A Call Today

Worried About Your Financial Plan? Schedule A Q&A Call Today

March 15, 2021
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Although 2020 is finally behind us, the coronavirus pandemic and its far-reaching implications still disrupts daily life across the globe. Resilient Americans have adjusted and adapted to these uncertain times, which unfortunately have begun to feel almost normal. However, there’s no end in sight to the increased stress you’re undoubtedly continuing to experience.

There’s still much to worry about: the off-and-on shutdowns and quarantines; job and business uncertainty; concern for our own health as well as those of our loved ones; and apprehension about the markets and the economy. But despite how tough times are, we at Anderson Financial Strategies believe there is one thing that should not be causing you to worry, and that’s your financial plan. 

Preparation Is Better Than Worry

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 confidence 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!

In the midst of stressful circumstances, remember that you’re not alone. Our Anderson Financial Strategies team is here to guide you through whatever lies ahead. In fact, you are our number-one priority.

We invite you to connect with us so we can answer your questions and address your concerns about your money, your goals, asset allocation, risk, what the markets are doing—whatever it is that’s causing you financial worry. If you would like to explore our services for your family or business, please call us at 855-237-4545 to schedule an executive briefing to discuss your goals.

About Shon

Shon Anderson is president and chief wealth strategist at Anderson Financial Strategies, LLC with over 15 years of experience. As a fiduciary, Shon’s mission is to provide his clients with quality financial expertise along with rapidly responsive service through an honest relationship. He specializes in providing family office-style services to help his clients organize and focus their financial life. Shon graduated from Wright State University with a bachelor’s degree in financial services and an MBA in finance. He is a CERTIFIED FINANCIAL PLANNER™  (CFP®) practitioner and holds the Chartered Financial Analyst (CFA®) designation. His insights have been quoted in leading financial news publications such as CNBC, Yahoo Finance, Fox Business, Consumer Reports, Forbes, Bankrate.com, Investment News, and Kiplinger. Shon serves as an adjunct professor teaching personal finance courses at Wright State University, leads CFP® exam review courses for Keir Educational Resources, and is president of the CFA Society Dayton. Shon and his wife, Jessica, reside in Sugarcreek Township, Ohio, and are blessed with triplet daughters, Elizabeth, Bridgette, and Alexandra, along with their son, Jacob, and dog, Jack. Over the years, Shon has been involved in several volunteer organizations including the Wright State chapter of Delta Tau Delta as an alumni adviser and was a Big Brother in the Big Brothers/Big Sisters program. To learn more about Shon, connect with him on LinkedIn.