When we meet with our clients to discuss their financial goals and aspirations, many times before the meeting even starts, they share their latest experiences with us: weddings, vacations, graduations, new homes, second homes. We enjoy seeing our clients live the lives they want and these shared events are a reminder of why we do what we do and the importance of it.
The investment industry continues to evolve. It started as a transaction-based model, which evolved into an advice-driven process, also known as financial planning. We are now on the brink of a new evolution in which a client-centered process is dawning that encourages collaboration with clients. Clients are not interested in generic advice or product sales; they are searching for personalized, customized advice that is tied directly to the goals and aspirations for their lives.
Our mission is to take the level of service in our industry from “good” to “exceptional”. Simply put, we strive to be a catalyst in the lives of our clients, empowering them to become the best they can be in life and in business. Give us your toughest problem. What have you not been able to accomplish? We believe advisors need to be more than just investment planners or financial planners; we need to be solution providers.
Let’s start with this question: What is most important to you? Your answer to that question will become the foundation for your life plan, financial plan and investment plan. It will all come together into an “Undivided Plan.”