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Behavioral Financial Advice

Make a Difference in what you Do

Did you know that as our client, you influence your own outcome 100% of the time. Maybe knowing this  will give you the confidence you want in order to move forward and get started with a Financial Plan. Maybe, instead, that leaves you with the expectation of failure in the form of uninformed or hasty decisions with your money. Whichever the case, there’s no getting around the fact that there is no one person out there that can make you want to build and protect your wealth –that is a personal choice, and one that has to be communicated in every step you take.

Knowing doesn’t make the difference; it is doing that makes the difference. So how do you keep doing the things that affirm your commitment to living in Wealth and stop doing the things that set you off course? As a client receiving Behavioral Financial Advice, we provide active coaching for you to get clear about what your goals are, the elements of Life that affect your day to day decision making and how to anchor yourself in values based planning.

Logically, accumulating and protecting your wealth is not a difficult task; practically, it can be a person’s greatest challenge. If you haven't found success applying what you know about making good money choices, connect with us today to find out what you’ve been missing!

Get Connected!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. After years of developing our process, we are clear about what works and our clients will tell you, they choose the Life Dreams Wealth Experience.

Listen 

Getting to know you goes both ways, and we'll go first! You'll start by listening while we describe The Life Dreams Wealth Experience and why our Clients enjoy It. Then it's your turn, we listen to you describe what gets you excited about your life and your money. Sharing where you are and where you'd like to be often gets people talking about their fears and past failures with money, these details are all equally important as we begin to understand your relationship with money. We wrap this up by evaluating your current state of living and where you are in your course to pursuing your dreams which lends itself to making the right decision for you as we reviewing the menu of services and fees.

Envision

Let the creative process begin. We understand that a client influences their own outcome 100% of the time and so, you've got to be motivated! Beyond that, you are going to need a strong emotional connection to your end game. We refer to this as remembering your 'why' and consistently, it's one of the most important details in your planning process. (Besides, of course, having a Certified Financial Planner, CFP).

We begin by

  1. Discussing your Values and Beliefs surrounding your short term and long term goals
  2. Assessing your current financial situation with regard to Income, savings, living expenses, and debt
  3. Utilize our exclusive Behavioral Financial AssessmentTM to begin charting the course to the lifestyle or retirement of your design.
  4. Plan for and agree on the scope of services and fees that work best for you and where you are in your financial journey

Empower

It's time  to take your wish list and turn it into a plan by evaluating different approaches to the one destination: getting you on track to your every financial goal so that you can start living the life of your dreams. Taking into consideration the multiple facets of your past relationship with money, your current life situation, your personal values and goals all while navigating the present economic conditions, we will will finish this step off by creating the Life Plan for your Dreams.

Act

Start living your plan today, while we actively manage and monitor your portfolio, working with you along the way to bring your life dreams and wealth into alignment. 

Experience

As life happens and you become practiced in making informed decisions and building your choice points, we look forward to helping you accomplish your dreams and discover new dreams as your values expand and evolve -we're here for all of it!