It doesn’t matter how large your returns are if your net worth is going down. And it doesn’t matter how much your net worth is going up if you’re not actually enjoying life as you live it. Our unique, client-first methodology is a fee-based, comprehensive approach addressing every single aspect of your financial life.
What Is Fee For Service Comprehensive Financial Planning?
The reality is comprehensive advice should cover any area of your life that deals with financial decisions from whether you should buy or lease a car to the term you choose on a mortgage. Cash flow, tax planning and debt management are key components of all financial strategies and once again more often than not these elements are not given the attention they deserve. Further, it is important to recognize the stage of life clients are in (see below) and factor their unique circumstances in each case:
Business events are as much about people as personal gatherings are. Authenticity is what makes a successful experience. Each workshop we sponsor at Live Real Factory shares that belief. If you're a client, your ticket is on us.