Talk around the financial advice industry conjures up many different emotions and experiences. From men in pinstriped suits, scammers, market experts and master salespeople, ask 3 other people, and you will likely get varying answers. Unfortunately, this reputation has been generally well earned. It is difficult to find a person who has not had a negative experience with a financial advisor.

Lifestyle Financial Planner

Over the last decade, we have seen the emergence of a different type of player in the industry, the Lifestyle Financial Planner. This may seem like a play on words, but the main difference with this new type of planner is that their focus is not on your money but instead on you and your family and how you can live your best life possible with what money you have. Yes, the money is essential, but only to the extent that it allows you to live your ideal, planned life.

Your Hard-earned Money

The LFP does not give advice in your first meeting but gets you to know first. Who are you? Where are you from? How did you get to where you are? Where do you want to go? Who are you taking with you on your journey? We believe that until we know these things about you, we have no right to tell you what to do with your hard-earned money.

While this approach may not be for everyone, we find that more and more people and families are looking to live meaningful and purposeful lives. The LFP approach to financial advice and life matches this need.

Lifestyle Financial Planning In St Francis Bay

Client Care Lifestyle Financial Planning is opening its doors in St Francis Bay in the next few weeks and has been working on this basis for over 20 years. Look at our website to learn more about how we work and the relationships we build with our clients.