Is This You?
Financial Advice for Do-It-Yourselfers
We work with decision-makers who want to improve their financial bottom line and believe in taking charge of their future. Whether you're starting out, in the middle of child raising and job advancement, or looking more closely at retirement, the decisions you face have some common denominators. Life's changes force you to make adjustments whether you're ready or not, and you know taking action beats sitting on the sidelines.
ARE SOME OF THESE STATEMENTS TRUE FOR YOU?
“I'm tired of fighting the pressure of being sold something, when all I wanted was some plain, unbiased guidance that I can trust.” You've met with financial advisors with high hopes, only to be disappointed when you realized their goal was to walk out with a sale, and even if you purchased something, you never heard from them again.
“I struggle with the information overload on the internet. I read some information, but am still not sure what to do next.” You spend hours hopping from one site to the next, and all you see are bits and pieces of the puzzle. You wonder how to actually move forward with any sense of the “big picture.”
“I know there are competent advisors, but their fees are more than I want to pay. I've always tried to keep my expenses lower by doing things myself.” You understand that advisors need to be paid, but you wonder if you can't do just as good a job on your own with some general guidelines to follow.
“I've checked into fee-only (paid only by you; no commissions) advisors, but I don't meet their investment minimums.” You know the value of professional advice, but because your investments are tied up in your company plans, house, etc. you don't qualify to work with these advisors.
“ I worry about finding information from people that don't know what they're really talking about.” You know the importance of proper credentials, and the years of real-life experience needed to back them up. It's not just the dollars, it's the trust issue.
CLIENTS ARE LIKELY TO BE SUCCESSFUL WORKING WITH US IF...
You know you don't know everything. You're willing to learn new things and let go of old ways that may be making you stumble.
You can visualize possibilities. You're open to imagining something better for yourself and others.
You enjoy being in the driver's seat as long as you have the right map. You're comfortable making your own decisions and just need to know you have the resources to keep moving forward with confidence.
You know that good things take time. You understand the difference between the tortoise and the hare, and you know who wins.
Now that you know the kind of clients we work with, the issues we help them resolve and what our clients need to do to ensure their success, click on this link to learn more about How We Work.