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Ep 2: Our Financial Planning Process
Manage episode 318731900 series 3303227
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What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?
A lot of clients come to us with a focus on four elements: family, career, lifestyle, and money. Our goal is to always help you reach those aspirations through a financial plan that reflects those dreams.
It’s always our hope you feel part of our family, we never want you to think of financial planning as a transaction. Education is one of our most important values. We want our clients to understand their plans and to have confidence in their financial future. On today’s episode, we’ll discuss our planning philosophy and process at Athenian Private Client Group.
What We Discuss Today:
1:30 – Focusing on the four elements
3:13 – What is our philosophy?
4:49 – What is your ‘why’?
5:53 – Spiros’ goal as an advisor
7:58 – What is the ‘how’?
9:12 – Financial virtues profile
11:37 – The first thing we do
12:05 – Behavioral finance side
Get Additional Information:
https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: [email protected]
Watch the show on YouTube: https://bit.ly/3VmzCUx
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