Once we have opened up the issues we want to shine a big, bright light on the issue that causes more confusion than anything else. If you were to ask industry insiders this question: If all the same client data, client objectives and information was given to ten different well trained financial advisors, how many different financial plans would be created? The answer is almost always 8-10. Think about that for a moment…if pilots used 8-10 different methods for landing a plane, how often would you fly?
If the clients, objectives are the same then the financial plan should be relatively the same. Find out why that’s not the case.
We love a good, hot cup of coffee – and we love to hear stories. We would enjoy sitting down with you and listening to your story, learning about you, your family and your business, and see where we can help. There really are no strings attached. We can chat, have a cup of joe, and see what springs up.
So – let’s get together and share some ideas.
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