6 KEY ATTRIBUTES OF
A LIFE CENTERED PLANNER
A LIFE CENTERED APPROACH
Our purpose is to help you achieve the best life possible with the money you
have. We will work in partnership with you, putting your life at the center of
our conversations. We will take time to understand YOU, your background,
philosophy, needs and objectives so that we can help you put your money
to good use. In so doing, we strive to provide you with a better
Return on Life not just a better return on your investments.
We will help you get your financial house in order and help keep it that way.
We will help provide for your lifetime income and expenditure needs and your
tax planning, investments, protection and estate planning.
We help you follow through on your commitments by working with you
to prioritize your goals, show you the steps you can take and regularly review
your progress towards achieving them.
We provide insight to help you avoid emotionally driven decisions in important
money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information.
We work with you to anticipate your life transitions and to be financially
prepared for them by regularly assessing what is coming and creating the
action plan to address and manage these transitions ahead of time.
We explore the specific knowledge needed for you to succeed by first
thoroughly understanding your situation, then providing the resources to
help with your decision making. We explain the options and explore the
risks associated with each choice.