Wealth Well Managed, Life Well Lived. ®
The 2-Minute Drill
What we believe you need to succeed, in two minutes or less:A vision
What do you want to achieve as a player? As a person? What financial goals do you have? What does money mean to you? We will seek to define and understand your Financial Purpose.
A plan to get there
Providing a structure to work within and a system for giving purpose to each dollar you earn, is a vital part of our process. Total Wealth Planning enables us to develop a truly comprehensive plan, and chart progress toward your vision.
A trusted advisor
There’s no shortage of “financial advisors.” But that phrase can mean many things. A true fiduciary advisor is bound to put your interests before their own. Here at Advisor to the Pros, we are committed to this standard.
Avoid losing money
We believe in Warren Buffet’s famous “Rule #1: Don’t lose money.” This applies to the risk management structures embedded in your investment portfolio design, as well as evaluation of various other financial opportunities.
Investment growth
Invest and diversify! I have seen firsthand, athletes deciding to invest and putting too much in the wrong places. After you’ve built an appropriate cash reserve in savings-like instruments, it’s time to talk about growth. Compound interest can pay big dividends for the wise investor who starts early.
A way to track financial progress
Using 12 financial indicators, we can dynamically monitor your entire financial life. We take a holistic approach toward building your Personal Balance Sheet, and offer quarterly reviews of your Net Worth Progress.
