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
- Discussing your Values and Beliefs surrounding your short term and long term goals
- Assessing your current financial situation with regard to Income, savings, living expenses, and debt
- Utilize our exclusive Behavioral Financial AssessmentTM to begin charting the course to the lifestyle or retirement of your design.
- 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!
