Straight Money Talk
The truth about your money, whether you like it or not. That’s been our motto as Financial Advisors for over 20 years of working with our clients.
The truth about your money and the truth about all the ‘spin’ that’s out there. And I don’t know about you but I’ve had enough of it. That’s why I promise to tell you the truth, even when it’s not so nice to hear.
The whole premise of my company is built on ‘straight money talk’ – giving you the real information so you can make properly informed decisions based on fact, not hype.
So if you’re a little squeamish, we’re probably not the right Financial Advisors for you. But if you are sick and tired of unfulfilled promises and you want someone to tell you the facts as they are, we would be happy to talk to you.
Like a responsible financial physician, we first need to assess where you are and where you want to head financially.
We do this through our proven 4 Steps to Effective Wealth Planning program:
1. Educating you on how people get rich
It’s no surprise that the lack of financial literacy has been increasingly highlighted in recent media reports. The tough economic situation and a tightening housing market has seen many young people not getting a foot in the door to owning their own home one day. But it’s not all due to external factors. In many cases people have not been taught how to budget and manage their finances. That’s why our first step is to educate you on how ordinary people have managed to get rich beyond their dreams for decades.
2. Going under the hood together
This is such an important step and is about taking stock of your current financial situation, warts and all. Identifying anything that could stand in the way of building a solid foundation and working to eliminate any unnecessary risks is very important to getting the third step right.
3. Planning Session - Getting down to business
Now that we’ve built a foundation, we can build the plan to help you achieve your financial goals. And that’s the keyword here: goals! A financial goal without an end or purpose is so much more unlikely to succeed than when you’re working towards something real.
4. Staying the Course
Sticking to a plan is not a guarantee to secure its outcome. However, what is the point of creating a solid plan and then not staying the course? We know that life happens and sometimes it’s hard to follow through with what you’ve decided to do at one point in time.
That’s why we’re committed to helping you stick to your plan, holding your hand on big decisions and answering any questions that come up along the way. Through ongoing review meetings we can help you tweak your plan and avoid losing momentum in making strides towards your financial goals.