Why Do You Only Work With Financial Advisors?

​People frequently wonder why I only work with financial planning professionals... Makes sense, everyone needs their health, right?

Let me ask you this question: Everyone (hopefully) has money. Why is a financial planner important?

Yes, people have money, but not everyone has a clear, knowledgeable plan for their future. 

It's knowing how to cultivate your wealth that determines your financial future. How to protect it. How to grow it. How to prioritize its usage.

And right there is the answer to the first question. 

I only work with financial planners because you get it. You get the philosophy.

Everyone has a body, but not many people really know how to invest in their health the way they invest in their wealth.

That's why we call it the WellthPLAN Workshop. In 6 weeks, we create a personalized plan for you to invest in your health as an asset. 

You might recognize some of the planning elements we focus on:

What are YOUR goals? 
Is your priority to get back to triathletes? Or just to be able to play with your grandchildren? Your plan needs to reflect your goals.

What are your current ASSETS AND LIABILITIES?
We don't all start from the same place. We need to know where to start. What do we need to fix first? Where can we focus on good growth?

How does this fit with your lifestyle?
We don't want to draw up a plan that is unrealistic for your lifestyle. Whether its a hectic work calendar or heavy travel, we create a plan that fits with your lifestyle and makes healthy living realistic.

At the end of 6 weeks, you walk away with a plan that is:

1. Effective
2. Realistic
3. Enjoyable

That's my promise through the WellthPLAN Workshop.

If you're interested in taking the next step, we start the next workshop in two weeks. Now's the time to hop on board and put your future first.

Let me know if you'd like to chat about if this is the right fit for you. If you'd like to learn more about the program, you can see more here.