Financial Life Management
Living the Life You Want
At Financial Planning Concepts, we believe life is about much more than just money. That’s why we’re reinventing wealth management. We believe money should serve you and not the other way around. We call it Financial Life Management. It will change the way you think about money – one decision at a time.
Financial Life Management is an entire wealth management system designed to help you navigate life’s uncertainties in a way that’s best for you. It is an engaging process that will change the way you approach financial decisions.
1| Understand What’s Important to You
Our digital discovery process helps you clearly articulate your intentions, goals, preferences, and priorities. Take a look at the following three short videos to see how we help you clarify and prioritize what's really important to you.
The Money Mind® Analyzer provides an essential perspective on how biases can affect decision-making. It helps you identify and understand your dominant Money Mind® to make better, more informed decisions in the future.
Personal values and goals should inform your financial choices. The Honest Conversations® exercise employs cards to help you prioritize goals and make tradeoffs.
The Investment Viewfinder exercise underscores the trade-offs involved in various investment scenarios. It also facilitates an open and easy dialogue with your adviser to examine your expectations regarding your investment portfolio.
2| Implement Your Plan
Once we gain a clear understanding of what you want your money to achieve, we create a customized plan that we measure, track, and update as your life changes. And you can see whether your plan is on track using an app on your phone, tablet, or computer.
3| Engage on Your Terms
Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living a great life. Take a quick look at the following video to see how we do it.