A Comprehensive Financial Plan: You Need One to be On Track
October 12, 2021
We all want to achieve goals that matter to us.
It is difficult to pursue your goals without a plan that is just right for you. Without a clear destination and directions to get there, it is easy to feel lost.
We need confidence to pursue our goals.
Because we all have unique goals, priorities and circumstances.
Understand where you want to go and how to get there
Life changes. Your financial plan needs to adapt.
Will you achieve your goals? Imagine having the confidence to achieve the goals that matter to you.
You might not be ready to have a conversation yet, but still want to get started on your plan. We have a system that will give you a free financial plan with no strings attached, and it will only take a few minutes of your time. Click below to get started.
You want to make sure your advisor is working for you rather than out of obligation or incentives from another company. In our portfolio management process, we carefully identify relationships that put our clients interests first.
We are independent and will work in your best interests. Our top priorities are in assuring you have a financial plan designed to give you confidence and a portfolio that gives you the best possible investment experience.
You want to work with professionals who put your interests ahead of theirs.
We have a serious responsibility to put your interests ahead of ours. This is spelled out in the Fiduciary Duty section of our Conduct and Practices Handbook.
You can reference the Standards and Enforcement section of the Financial Planning Standards Council by clicking here.
With the complexities of financial products always growing, you need confidence that the advisor you work with understands and is qualified to offer what you need. As independent financial advisors we have access to the broadest possible types of financial tools and investment approaches that you will need to achieve your goals.
There are many different investment “locations” that may be a priority for you and we have the ability to meet most of them. For instance:
There are situations that are especially applicable to high net worth investors, such as:
We are licensed to help you with the following specific investment vehicles:
With any service, you expect that there will be a cost. We are willing to pay fees if we feel like we are receiving equal or more value than what we are being charged. We also want to be fully aware of all the fees we need to pay ahead of time.
We only work with clients for whom we can provide value through our Financial Confidence Builder process. We act as advocates in our clients’ best interests, rather than representing any financial institution. In return, we charge a reasonable fee based on a percentage of investments under our administration. We only receive commissions when handling your insurance needs. We hide nothing – if there are any extra fees, we fully disclose them. Please schedule a conversation to discover how we can help you and to learn more about our fee schedule.
One service we provide to the public without any fee or obligation is our “Portfolio MRI” which dives deep into any portfolio you have to evaluate its suitability and to compare the value you are currently receiving with the value we are able to provide.
We understand that our clients all have different preferences for meeting, whether face to face, over the phone, or by Zoom. We offer all of these options and frequently use Zoom and other technology in our interactive client planning sessions.
We don’t like to typecast our clients by occupation, status or age group. Rather, we work with growth-minded families – those whose always see their futures as bigger than their past.
You are unique, with your own set of experiences, so we can honestly say that we have never worked with anyone quite like you. Our training, experience and capabilities allows us to respond to many different challenges and opportunities with our clients.
Clients want to make sure that they aren’t at risk of becoming a number or forgotten. In order to protect the interests of our clients, we generally have a household account minimum of $250,000 of investments under our administration.
We will make exceptions, such as for family and friends of our current clients through referral as well as our own family and friends. Please schedule a conversation to discuss further.
We have no quotas to meet so that we are able to focus entirely on our clients’ best interests, rather than the needs of any financial institution.
Building financial confidence to pursue the dreams that matter to you.
A Comprehensive Financial Plan: You Need One to be On Track
Why financial planning needs to change in 2021
Don’t Let Your Fear Outweigh Your Faith
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