Your Financial Advice Expert
Previous Lunch & Learn Events:
- How much money down do you need to start
- 401k, IRA, pre and post tax programs
- How to set up an auto-savings
- Plan out your retirement today
SCHEDULE A TIME WITH ME:
Cory Baer
Cory Baer is the Chief Business Development Officer for Strait & Sound. In this role, he fulfills a dual mission. First, he serves clients by ensuring that they have the best possible financial plan to achieve their long-term goals, particularly complete financial independence. Second, he also serves as an ambassador of the Strait & Sound brand by introducing the firm to the larger community and select strategic partners.
Cory is most passionate about coming to deeply understand clients and helping them feel secure in their financial plan. He takes great pride in providing strategies that build true and lasting wealth for clients, so they don’t have to worry about money again. He also enjoys expanding clients’ horizons so they dream bigger dreams and have the guts to go after those dreams.
Cory is also passionate about families, both his client’s families and his own. Cory knows that stories are often at the center of family life and he loves hearing his client’s stories. Cory says: “I love being a dad and a husband and enjoying the journey that goes along with that role. Relationships are so important to me. It’s my client, my wife and my kids and the relationships I hold with each of them that spur me to get out of bed every day and crush life.”
Building A Long-Term Strategy To Achieve Your Dreams
Financial Planning
Financial Planning is the foundation of wealth-building. It is so important, in fact, that every Strait & Sound client receives their own unique financial plan, customized to their long-term goals. At Strait & Sound, we believe Financial Planning is an essential strategy for achieving complete financial independence – a top goal for nearly all of our clients. Given their importance, we’d like to take a few moments to explain how we develop and use financial plans.
Financial planners often build a plan, hand it to a client and recommend that they implement it. Building a plan is an important first step to financial planning, but it’s really not the complete picture. A financial plan represents the most accurate information and the best set of assumptions and projections that can be made at a moment in time. But as the old saying holds, time changes everything.
The unique financial plans we build for each client serve as a roadmap to understand where they want to go and how they’ll get there. In this sense, Financial Planning is never really done. A plan that sits on a shelf collecting dust is about as valuable as a roadmap that never gets used. It won’t take you anywhere.
Request Meeting with Cory Baer
Set up an initial chat at stait & Sound w Cory Baer
Events in November 2024
MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday | SunSunday |
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October 28, 2024
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October 29, 2024
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October 30, 2024
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October 31, 2024(1 event) 12:00 pm: Financial Advice for savings – |
November 1, 2024
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November 2, 2024
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November 3, 2024
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November 4, 2024
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November 5, 2024(1 event) 11:00 am: Lunch and Learn – |
November 6, 2024(1 event) 9:00 am: Home and Renters Insurance – |
November 7, 2024
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November 8, 2024
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November 9, 2024
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November 10, 2024
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November 11, 2024
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November 12, 2024
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November 13, 2024
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November 14, 2024(1 event) 12:00 pm: Financial Advice for savings – |
November 15, 2024
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November 16, 2024
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November 17, 2024
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November 18, 2024
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November 19, 2024(1 event) 11:00 am: Lunch and Learn – |
November 20, 2024(1 event) 9:00 am: Home and Renters Insurance – |
November 21, 2024
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November 22, 2024
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November 23, 2024
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November 24, 2024
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November 25, 2024
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November 26, 2024
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November 27, 2024
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November 28, 2024(1 event) 12:00 pm: Financial Advice for savings – |
November 29, 2024
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November 30, 2024
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December 1, 2024
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