What we do at Good Life Financial Advisors of Celebration may not be unique. How we do it is. We’ve developed a process to simplify what can seem a complex topic…financial planning. It all comes down to four simple letters. N.G.P.S.℠ and revisiting those letters often.
“THE BEGINNING IS THE MOST IMPORTANT PART OF THE WORK.” –PLATO
Where are you NOW? It is important to understand where you are at this very moment. We will help you establish the exact point you are at in your financial journey. We will uncover those “I’ve been meaning to” items and establish a baseline from where to start, including future and current income streams; current assets; liabilities; and insurance policies.
“IF YOU DON’T KNOW WHERE YOU ARE GOING, ANY ROAD WILL GET YOU THERE.” –LEWIS CARROLL
Many of us are so busy building, we never fully understand where we are going. Developing GOALS is critical. Our team will work with you to develop your goals, and to prioritize those goals. We will evaluate your goals in light of where you are now.
“MOST PEOPLE SPEND MORE TIME AND ENERGY GOING AROUND PROBLEMS THAN IN TRYING TO SOLVE THEM.” –HENRY FORD
The fact is, we all have PROBLEMS. The good news is, many problems can be overcome with correct planning. We will work with you to understand the unique problems present in your financial life.
“I BELIEVE THAT IF YOU SHOW PEOPLE THE PROBLEMS AND YOU SHOW THEM THE SOLUTIONS THEY WILL BE MOVED TO ACT.” –BILL GATES
Most advisors love to talk about STRATEGIES. We do too. However, strategies should be self-evident, they should not have to be sold by pushy salesmen posing as trusted advisors. We will work through this process and show you independent STRATEGIES.
The thing about a process is that it is ongoing, and continuous. It is not an end, but a beginning of a journey. When we agree to work with a client, we make a commitment to be there with you each step of the way. We meet with our clients on a mutually agreed upon, routine basis, to discuss your N.G.P.S.℠ and to make course adjustments as necessary.
If this is the process sounds like what you’re looking for, we just may be the independent advisors you’ve been seeking. We’d be delighted to schedule a consultation to see if you’re a good fit for us, and if we’re a good fit for you. Please click here to contact us to set up a time to get together. We look forward to taking the first step together with you!