Our team takes to heart the process of helping you set goals and financial finish lines. We provide you and your family with a complete set of services that will equip you to live a life of Meaningful Significance. Our comprehensive approach and values sets us apart from other advisors. As a valued client and member of the Advice First client family you will experience Our Journey to Meaningful Significance. Each Step is designed to focus on a specific area of your Personal Financial Strategy. So that you can set goals, measure your progress towards your goals and make modifications when necessary. This will ensure that you live your dream and finish well.
Suppose one of you wants to build a tower. What is the first thing you will do? Won’t you sit down and figure out how much it will cost and if you have enough to pay for it? Otherwise, you will start building the tower, but not be able to finish. Then everyone who sees what is happening will laugh at you. They will say; “You started building, but could not finish the job.” - Luke 14: 28-30 Building Rapport This initial appointment is an opportunity for a potential client to find out about our unique service offering. They are also encouraged to share what they are looking for in a Trusted Advisor. Building Understanding During this stage information is gathered and goals are established so that we can create your Personal Financial Strategy Building Direction Now it’s time to put the advice into action. Here we present and implement the Action Items to set you on the pathway to reaching your goals. Building Provision This important step assesses the risks to your Personal Financial Strategy. During this step we establish balance in providing for these contingencies which pose risks to your goals. Building Significance Our goal is for you to finish well. During this Wealth Transfer phase we will help you determine what significance means to you and your loved ones. Building Contentment We are committed to monitoring your goals on a regular basis. This allows you to monitor your progress towards your goals. Building Accountability We encourage your feedback about how we are doing. We strive for passion|excellence|integrity in all we do. We provide you with the opportunity to speak back into the process and our services so that we can continue to meet your needs on the Journey to Meaningful Significance.
Our structured, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, uncover new opportunities, or make changes to your established plan as necessary.