WorthPointe advisors John Chapman and Matt Addington provide their answers to that question in a new video that touches on three areas: the emotional impact of the pandemic; what you seek to accomplish; and what changes, if any, may be required with respect to income planning.
Discover why we feel you shouldn’t be panicking, why we recommend you redefine success, and why we believe your financial plan is the most important vehicle you have to support your needs, wants and wishes — all in less than seven minutes. Listen here.
John Chapman CFP®, CKA® understands wealth management is as much about the relationships as it is about the numbers. Strategy, experience and knowledge allow him to create the financial solutions to catapult his clients toward their goals. With WorthPointe’s sophisticated technology at his fingertips, John loves helping families and businesses organize their finances and secure peace of mind surrounding their wealth.
He prioritizes his clients’ values and takes the time to listen to their unique stories. Together, they articulate a clear vision and map out a financial plan to support it. Innately fascinated by the financial markets and global economies, John has a healthy obsession for tracking market trends and formulating projections to better inform his clients about the future ahead. Proud of his CERTIFIED FINANCIAL PLANNER™ certification, John holds himself and his practice to the highest ethical standards and client commitment.
Matt Addington, CFP® serves as both Partner and Financial Planner at WorthPointe Fort Worth, Texas. Having earned his degree in business administration at Tarleton State University, Matt has since built a professional reputation on long-term investment strategy and on-deck customer service. Matt is a CERTIFIED FINANCIAL PLANNER™. Learn more and/or Contact Matt.
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