The future may seem far away, but you’re one step closer to it every day. It’s never too late to start thinking about your goals, dreams, and aspirations – whether they are weeks away or years in the making. Yet, doing this alone or without an outline can seem overwhelming. We get it. That’s why Elements invites you to partner with an LPL Financial Advisor who can assess your current situation, consider your life roadmap, and help you bridge the gap between where you are now and your desires for the future.
How Does the Process Start?
Planning can encompass a wide number of topics: retirement planning, estate planning, college funding, insurance analysis, leaving a legacy, and more. That’s why our process begins with you, and just like your fingerprints, no two financial plans look the same. We ask a lot of questions, then make sure we do even more listening. For some, this process is simple and can be done quickly, yet for more complex situations, we understand that it may take additional time, energy, and conversations.
Our goal? To take as long as necessary to truly understand you and your aspirations. We promise to be patient.
What Happens Next?
Once we’ve gathered everything we need to know, we’ll analyze the information and use our investment and financial knowledge to craft a unique plan for your situation. This plan is not a template that we fill in; it’s truly a customized creation that will help you understand your lifetime goals and how to work toward them. Yet, a plan isn’t enough on its own.
To keep your finances in check, ongoing communication and education about market trends and changes in society are critical. We’ll learn about what methods of communication you prefer and how often we should connect. Remember, it’s all about YOU and how we can coach you through financial milestones.
What’s the Need?
So, why do I need a Financial Advisor anyway? The need for advice and education, a partner for life planning, and someone who is invested in your journey is important to your success. Here are three key benefits to having an LPL Financial Advisor guide your journey:
1) Holistic Planning
No matter where you are in life, whether you’re a young professional securing your first job, or winding down a successful career, you have goals and aspirations. It might be easy to download an app and start investing some of your extra cash, but this app is never going to know your story and understand your needs, wants, and objectives. Your LPL Financial Advisor becomes a partner, engaging in ongoing open and honest conversations about all aspects of your life to craft a plan with you in mind.
2) Personalized Advice
It’s easy to get caught up in following the media’s financial stories. Yet, making decisions about your future and your money from these articles can lead to poor results. With access to leading independent research, your LPL Financial Advisor can help you make informed decisions that take both personal and market factors into account.
3) Unparalleled Passion
We care about what we do and that shows. Your LPL Financial Advisor likely lives and works in your community. Not only does your Advisor care about the performance of your portfolio – they care about you and your personal satisfaction. When you partner with an LPL Financial Advisor, their goal is to help you work toward the life you desire.
Taking the time to plan today will prepare you for the future you’ve always dreamed of. Time is a valuable resource, and we believe in giving that time freely to help you get on track. That’s why your first consultation is always free – so, book time with an LPL Financial Advisor from Elements Wealth Management today.