You have to know where you are going, to know if you have arrived there.
Every client has a story and that story is the foundation for their future. We love to hear your story and help you build a plan that will contribute to your happy outcomes. A financial plan with no story is like playing a game with no rules. Your story establishes the rules and shows us how you play the game. Your Wealth Coach will help you define your rules and show you how to make better plays.
It all starts with an introductory meeting. Let’s get to know each other and see if there is common ground for building a relationship.
Our process involves finding out “what keeps you awake at night.” Virtually everyone has key issues that are paramount to their financial and mental well-being. Our hope is we can help you find peace of mind and know your plan going forward is the best it can be.
An investment in a relationship will be the key to tracking your results and evaluating whether you are on course. Your Wealth Coach is there to help you through the process and to encourage you as you work towards your objectives.
There are THREE questions almost no one can answer.
We want you to know the questions and feel confident you have the answers.
As your Wealth Coach, we can help you discover your NUMBER. Are you on track for the type of 4th quarter you want to have? We help you assess what you need to do in your remaining working years to reach your Number. And finally, we will teach you how the institutional investors (banks, foundations and trust companies) all invest for long term success.
Your Success is our Success. A good coach loves to watch their athlete succeed and win. We do as well. Our goal is to help you reach your objectives and feel like you have done the best you could possibly do.
A Wealth Teams client generally pays only a fee based on assets under management. As your money grows, our fees decline. We are on the same team and want the same thing – you financial success.