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How Someone Who CARESTM Can Help

Have you ever set aside time to think about what actions you might need to take to achieve your personal financial and life style goals? It's a difficult task that often seems impossible to achieve. This is where Someone Who CARESTM can help.

 

SOMEONE WHO CARESTM PROVIDES A PROFESSIONAL FINANCIAL ADVISOR WHO UTILIZES AN EFFECTIVE SYSTEM which we describe as the METHOD & MOTIVATION. Our Method & Motivation coordinates all of the elements necessary for those who care enough to pursue success within a well defined and communicated process. Without commitment and discipline to our Method & Motivation, consistency and sustainable results may be difficult to achieve. The technology we utilize coordinates all aspects of our Method & Motivation. This seamless integration we provide does all of the complex and difficult tasks from number crunching and complex sorting of information, to leading edge communication techniques (internet, multi-media, etc.) all with the goal of making the decision making process understandable, simple and easy to implement.

Our Method & Motivation is all about CARING ABOUT YOU with a foundation of ESSENTIAL INFORMATION based on YOU. The following are the steps involved to help maximize your results utilizing our Method & Motivation.

THE METHOD

 

LISTEN - The first step of our Method & Motivation is an interactive discussion with you where we listen to discover what's really important to you, and your personal values, rather than assume or guess. This critical information needs to be documented to help guide us through the process. We organize and help you gather all relevant information to gain an understanding of your specific and unique situation.

 

ANALYSIS - We analyze all the data to determine the result of the interaction between your goals and financial resources. For this, we provide a PERSONAL VALUES PLAN which clarifies, and helps prioritize and balance your expectations and creates an awareness of the challenges involved in the areas of:

Investing
Click here for 3 min. IFA Demo

and Risk Management
Click here for 3 min. IAL Demo


 

SOLUTIONS - We then help you select solutions that are specific to you, your unique situation and what's truly important to you. The solutions we utilize are all designed to provide real value and encompass many areas.

INVESTMENTS

Investment Solutions that provide low fees and expenses, tax efficiency, flexibility, or liquidity
that match your risk profile.
  • Exchange Traded Funds
    • Provide low expenses and fees
    • Potential tax advantages
    • Client control
    • Possible performance advantage of passive money management
    • Flexible
    • Liquid
  • College Tuition Rewards program
  • Separate Accounts
  • Mutual Funds
  • Guaranteed Accounts
  • Mathematical Probability of Achieving Investment Results (MonteCarlo simulation)

RISK MANAGEMENT

INFORMATION SERVICES

  • ValueMeterTM - To help understand how investment results are reached
  • Your Home As An Investment calculator - To help you determine the value of your home as an investment
  • Spend or Save Decision calculations - To help you determine if you should spend now or save for later

 

 

SERVICE - Future Service of ongoing monitoring and possible adjustments through a planned communications, service, and meeting schedule


THE MOTIVATION

 

Our Method motivates you to take action. You will have the . . .

  • CONFIDENCE of making knowledgeable informed decisions
  • SATISFACTION of being in control
  • DESIRE to have a trusting relationship with an Advisor who is Someone Who CARES
  • EXCITEMENT of striving to achieve your goals with a detailed method - Personal Values Plan®

SUMMARY

 

THE SOMEONE WHO CARESTM DETAILED AND WRITTEN PROCESS, COUPLED WITH AN ADVISOR WHO CARES PUTS YOU IN THE BEST POSSIBLE POSITION TO STRIVE FOR MAKING YOUR LIFE BETTER.
 




 
Someone Who CARES