How We Add Value for You
LifePlan Financial Advisors has an original approach that makes your life easier. You deal directly with me for financial planning and advice. I listen to your concerns, develop a plan to address those concerns, and carry out that plan with you.
As your Personal Financial Advisor, I will provide the following:
Accessability: I have my office phone automatically forward to my cell if I am not at my desk, so you never have to punch through menus or sit on hold. I return calls no later than the next business day, often within an hour or two. And you can easily schedule an appointment by clicking on the green BOOK A MEETING button to the right. You can see my calendar for the next 30 days and pick the best time for you. A limited number of evening and weekend appointments are available for your convenience.
Organization – We will help you get your “Ducks in a row” and keep them there. From mobile online tools for monthly spending to seeing all of your financial accounts on a single web page, we help you keep it simple and easy. With your permission, we’ll keep an open line with your CPA and attorney to keep one another informed for your benefit. I firmly believe that if we make it easier for you to do a better job managing your money, you will.
Accountability – We will support you in following through on financial commitments by breaking down big goals to smaller steps and doing first things first. And we’ll celebrate progress, not perfection.
Objectivity- We act as your fiduciary, your confidant and advocate. We help you get perspective and avoid financial decisions fueled by fear or excitement about potential profits. We do the background checking to make sure you have sufficient, clear information as well as managing and disclosing any of our own potential conflicts of interest. We ALWAYS tell you how we get paid and how much.
Proactivity – We work with you to anticipate life milestones and be prepared for them. We help you cope with sudden financial events so that you can come through the challenge in the best possible shape emotionally, mentally and financially.
Education: We explore what additional knowledge you may need to be successful in your situation and provide needed resources and referrals. We want you to clearly understand your options, risks and consequences.
Partnership – We want to help you achieve the best life possible and will work together with you to make this happen. By taking time to listen and understand you, we can intuitively provide the right information and support to help you be more successful in your decisions. Collaboration with you is critical to select the financial strategies and decisions that are the right fit for you at each juncture of your life.
