Do Your Friends and Family Need Financial Guidance? We’re Here to Help

Do Your Friends and Family Need Financial Guidance? We’re Here to Help

By Scott D Abrahamson, CFP® and Chris Pawlowski, CFP®, CRPC®, APMA®

In recent years, our world has seen increasing instability. Unprecedented events have left many people feeling uncertain about the future, particularly regarding the economy. This highlights the importance of having a solid financial plan to help you weather those storms.

As our valued client, you’ve already taken steps to pursue your financial future, giving you a sense of peace during uncertain times. And though life and the markets can be unpredictable, having a trusted financial advisor by your side helps to navigate the challenges and reduce the impact of global events on your finances.

Do you know someone who could benefit from the guidance of a financial advisor? Let them know about our services. We’re here to support them on their financial journey with confidence and clarity.

A Solid Support System

Maybe you haven’t been greatly impacted by the events of the past couple of years, at least not financially. That’s great! Many people have found new opportunities and even prospered through these challenging times. But even if you’re doing well and feel that your finances are stable, it’s still important to work with an advisor you can trust who will be part of a solid support system as you navigate your financial plan. At SpringSource Wealth Advisors, our job is to help you live life to the fullest by guiding you toward wise decisions about your financial plan. When life changes happen or you just have financial questions, you can always count on us. Do your friends, family, and coworkers have this same kind of support system?

A Trusted Professional 

That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect with and get to know new clients who may need the services we provide. 

We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your best life.

Welcome New Team Member Natalia

SpringSource Wealth Advisors has expanded our team of professionals by bringing Natalia Mena on board as our financial planning assistant. With her strong interpersonal skills and ability to work effectively with diverse people, Natalia primarily assists the office’s administrative and financial planning workflows. A proactive problem-solver, her addition enhances the overall productivity of our team. In her free time, Natalia loves to spend her time going on hikes, spending time with family and friends, and trying out new restaurants.  Learn more about Natalia on LinkedIn.

We’re Here to Offer Support

The reality is, we genuinely enjoy assisting clients like yourself and are eager to extend our support to even more individuals. Do you happen to know someone who could benefit from the guidance of a financial advisor as they pursue their financial goals? Or perhaps someone who could use a reliable accountability partner to help them stay focused on their financial path? 

Encourage them to set up an in-person meeting today or call (503) 714-9531 or email scott@springsourcewealth.com to get in touch. We’d be delighted to offer a no-obligation discussion about their financial futures.

About Scott

Scott Abrahamson is Owner and Wealth Advisor at SpringSource Wealth Advisors, a fee-only fiduciary Wealth Advisor with a passion for simplifying the retirement planning process and bringing clients peace of mind. With their goals-based planning approach, SpringSource helps individuals, families, and small businesses make smart financial decisions towards living an abundant life. As an independent CERTIFIED FINANCIAL PLANNER™ professional with over 20 years’ experience, Scott’s mission is to empower clients to reach financial freedom through exceptional, caring service. He takes time to explore each client’s core values about money and partners with them to formulate clear goals based on those values. The result is a powerful, personalized road map designed to help each client successfully navigate every life phase. Scott loves watching clients experience a sense of peace and financial independence through smart financial planning over time.

Outside of the office, he enjoys playing and coaching sports, boating, outdoor activities, spending time with family, and serving in the community. To learn more about Scott, connect with him on LinkedIn.

About Chris

Chris Pawlowski is Wealth Advisor at SpringSource Wealth Advisors, a fee-only fiduciary Wealth Advisor with a passion for making the retirement planning process simple. With their goals-based planning approach, SpringSource helps individuals, families, and small businesses make smart financial decisions and realize the core value of their finances: living an abundant life. Since entering the financial planning industry in early 2013, Chris enjoys understanding his clients’ goals and working hard to formulate effective strategies for them. With the technical experience in the planning industry that puts him in a strong position to help clients through every life stage, Chris desires to empower families to reach financial freedom through exceptional, caring service.

As a Veteran who served in both the U.S. Army and the CA Air National Guard, Chris has a special passion for helping his brothers and sisters at arms in pursuing their financial goals. He holds the CFP®, Chartered Retirement Planning CounselorSM (CRPC®), and Accredited Portfolio Management AdvisorSM (APMA®) designations. Outside of the office, Chris devotes his time to his beautiful wife, Yvette, his church, and his hobbies, which include backpacking, kayaking, hiking, and enjoying time with his family and friends. He also partners with Hope World Wide, a faith-based charity organization in Portland, to serve local families in need. To learn more about Chris, connect with him on LinkedIn.

Information provided herein is provided by SpringSource Wealth Advisors, LLC. This information is for general informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Information was compiled from third-party sources believed to be reliable and accurate but cannot be guaranteed. Investment advisory services are offered through Wellspring Advisors, Inc., an SEC Registered Investment Advisor. Neither SpringSource Wealth Advisors, LLC  nor Wellspring Advisors, Inc. render any legal, accounting, or tax advice. All investments involve risk, are not guaranteed, and may lose value. We recommend that all investors consult with a qualified adviser to assess your personal situation before implementing any strategy.

Please remember to contact your advisor when your financial circumstances or objectives change. Your advisor may recommend adjustments to your financial planning and investment strategies to better suit your current situation.