Financial security is the ultimate goal of any working individual. After a certain amount of time breaking your back, you expect to be able to enjoy the fruits of your labor by retiring quietly and enjoying the rest of your life tirelessly. However, the sad reality is that not a lot of people get to attain financial freedom, as planning for it requires a lot of knowledge. Some might feel content and happy during the up markets of their assets without considering preparing for the down markets or knowing that they must prepare for the distribution phase after a certain age. Plan Keepers like Carla Garcia come into the picture to take off the burden of heavy guesswork on financial planning. With the guidance and expertise of My Plan Keeper (MPK), the next steps toward financial independence are easier to manage and comprehend, giving you a better chance at establishing a solid plan toward establishing financial wellness.
Carla has been working as a Financial Advisor and Relationship Manager in trusted companies such as Merrill Lynch and Citi Personal Wealth Management. “I handled a diverse clientele, which ranged from business owners, professional athletes, healthcare professionals, government employees, and hardworking individuals,” Carla shared. Her core personal principle whenever working with her clients has always been to treat each one as a unique individual, no matter similarities in the money they had or where they came from. This is why, when building relationships with her clients, she worked to address and meet each one’s specific financial advice needs, acting as a fiduciary. “It’s a beacon that directs every customer interaction.”
Having worked in the industry for two decades, Carla decided it was time to step out on her own and aspire towards greater pursuits. “While we happened to launch My Plan Keeper at a time most critical for retirees and people planning for retirement, this was a happenstance. I didn’t plan for the timelines to coincide, but I felt a calling from God.” Quitting her six-figure paying job was one of the hard decisions she had to make to follow this calling, but Carla’s certainty didn’t waver because of her belief in its honorable cause. “I didn’t want to sit still, positioning myself as a Financial Adviser, simply trying to calm down my clients to make sure we don’t lose assets under management (AUM). Our greater goal, as Plan Keepers, is not to manage assets but build a solid foundation for our client’s financial plan.”
As objective outsiders who aid in implementing financial solutions for their clients, Plan Keepers are retirement experts and safe money strategists whose main objective is to attain not just financial stability at present but overall financial freedom for the long haul. “What worked in the past is not going to work moving forward,” Carla mentioned while explaining the influx of retirees. “People are now retiring in large numbers, with many not having enough for retirement because of a lapse in planning. My Plan Keeper is for those who want to take a different approach. Those that seek to learn and apply strategies to protect them against financial wellness that others were unable to secure.”
Keepers from MPK hope to empower retirees by giving them the necessary tools and knowledge it takes to be adept at understanding how to manage their assets to attain security. “I am passing control over to the retirees, holding their hand throughout the journey and aiding with guidance and support when needed,” Carla explained. “Our purpose is to help people find strength, gain knowledge, and understand the power of wise decisions and discipline to better your financial wellbeing.”
