Financial Advising that Changes Lives
It’s easy for the public to dislike the financial services industry. Billion-dollar bailouts, billion-dollar fraud settlements, evaporating pension funds, lost retirement savings, golden parachutes for executives and more add up to give many a justifiably negative opinion of everyone and everything associated with banking, investing and advising.
Unsurprisingly, as you may know, it can also be demoralizing and unfulfilling to work in such a climate. But even as public opinion finds financial services companies occupying six spots on the list of ten most disliked companies, we’ve been building a new way forward.
Life Planning
Financial Life Planning is a movement centered on helping people attain the life they long to live. Life Planners help their clients discover and articulate their most essential goals in life, and work with them to cultivate the financial conditions necessary to live the life of their dreams.
We call it Life Planning because what’s really important is your LIFE, not your money.
