Wallingford Financial Services

About

For over 25 years Kerry has been helping individuals and business owners to meet their financial goals.

Story

We created The Future Vision Program™. The program helps you develop a three-part blueprint to achieve your dreams, both personal and financial. It also helps you avoid The Pipe Dream Problem™

We created The Future Vision Program™ based on our experience working with hundreds of clients over three decades. With have learned that most people do not have a blueprint to make their dreams come true. They have purchased many financial products, and have advisors, but they have not focused on achieving what they really want in their life. Because they don't have a plan, they often feel stressed and worried unnecessarily, and they end up with not enough money to retire. Sadly, as well, their dreams don't come true. We call this The Pipe Dream Problem™.

However, when you create a plan to make your dreams come true, and have someone hold you accountable, and give you support on an on-going basis, it is much more likely that your dreams will come true. You will also feel more relaxed and comfortable, and most likely have enough money to retire.

That's why we recommend you do three things:
1. Honestly assess how you feel about your current situation;
2. Create a written vision for your future (what are your life dreams?); and
3. Create and implement a blueprint to achieve your dreams.


Helpful sites:
mycollegeinfo.com
collegeboard.org
americancollegefoundation.org
ssa.gov