Far too many people ask: “What can I do for money?” when they should really be asking: “What can money do for me?” We get money working towards our clients’ vision and goals so they can maximize their abundance.
- One of our natural talents is listening. In our conversations with you, we listen to what’s important to you when it comes to your money and building wealth. We listen to what inspires you and discourages you. We listen to what works and what hasn’t worked for you. We listen to how you want to live and thrive. We listen to where you want to be now and in the future. Listening is our secret sauce.
- We keep it simple by getting to know you. We use communication tools to learn the most effective way to communicate with you. In our conversations, we learn about how you are already successful and what your vision is for you, your family and community.
- We develop your Money Compass: a guide that prioritizes your goals and visions in order of financial success. Your Money Compass also reduces external noise so you can stay focused on your wealth. When working with you, we reference your Money Compass (all the time) – it holds the matters closest your heart. And, that is important to us.
- We analyze your financial data. The numbers get money working towards our clients’ vision and goals. See our iceberg illustration for the areas we uncover for opportunities.
- We create your personal wealth plan and design your investment portfolio that aligns with your Money Compass – your vision – your values – your wealth. Maximize your money with your wealth plan action steps.
- We support with the implementation of your wealth plan so you can let it be easy and joyful. We offer as much support as you’d like when taking action with your wealth.
The result is a new way of looking at your wealth. You’ll have more clarity and confidence around money and what it can do for you. And for those complicated investments and planning situations, we bring you simplified explanations that are easily understood (ask about how bond prices and yields can be explained by a teeter totter).