A New Testimonial

In my examination of successful businesses, I've often found that there's one particular element of a business that takes off in a way that the equity owner had not anticipated. These peculiar shifts and maneuvers were never in the original plan, however, became a paramount edition of their practices. Some may call it lucky. However, I would caution those thoughts; while holding the guidance of my former Vice President of Retail Banking, "luck only comes to those who are best prepared [to receive it]."

Take for example a surfboard construction and manufacturing company in Irondequoit, NY who had seen their peak of success; only to discover new heights when quickly transitioning to produce specially made facemasks for schools around the country during the Covid-19 Pandemic. You can also examine the shifts of large corporations such as Apple and Amazon, who continuously mold their strategies in order to adapt to changing market demands.

With that being said, I am happy to report the success that clients of The Jones Group Of Western New York have experienced as participants of the Personal Finance Coaching program. In the embarkation of my practice, I imagined it to be one that almost exclusively serves small business equity owners. However, in my surprise, the work that is done helping every day working class Americans has made the greatest of impacts and have produced the most results within the practice.

Personal Finance Clients, both working class and self employed, has seen steady increases in their credit ratings as well as their savings allocations. They've discovered that "simple" tasks such as budgeting, forecasting, and goal planning aren't just simple tasks. They require dedication, measurable goal setting, and inspection - areas where most humans struggle with consistency.

So today, I thought I would share the latest testimonial for The Jones Group Of Western New York.

Whether you wish to begin a new journey yourself, or invest in professional guidance for your working minor, contact us below.

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