By Tyson Ray CFP®, CIMA®
Early in my career, I was asked, “Why do you get out of bed each day, and what are you trying to accomplish?” As a financial planner I think about this often, not only for myself, but for my clients. This past holiday season, I spent some time reflecting on this topic.
While my wife Jenny and the boys slept in during their winter break, I was up at 5 a.m. each morning. I got out of bed, made a pot of coffee and took time to reflect upon the past and the future. Each morning I started with a blank sheet of paper and wrote out my answers to those and other questions. Over the course of a week, my responses seemed to meld into one statement: My purpose is to help make our client’s lives better!
Additionally, I also asked myself, “What do I really do?” Is it financial planning? Is it building and managing investments? Is it building multi-decade relationships with clients and their families? The answer is yes to all three, but I feel it is bigger. Ultimately this led me to the question, “What am I trying to do with my life?”
My notes all boiled down to this: We help clients live a better life by having a holistic relationship — the team at FORM Wealth Advisors accomplishes this by being invested in multiple areas of your life. Because we know your assets are just part of your overall wealth equation, we seek to help our clients live out a better life by serving as a teacher, coach and advocate.
Total Relationship Investing – Teacher
As a teacher, we help educate you about the limited resources of time, energy and money by providing truthful information and an experienced perspective. We educate, so you can make meaningful decisions based on how your resources affect the impact you wish to make in your current and future life.
Total Relationship Planning – Coach
As a coach, we discuss and discover how you can be in position to achieve your goals and minimize the impact of your concerns. We discuss who you want to be, what you want to do and where you want to go. We help you by developing strategies and the necessary plans to achieve the best life you can afford.
Total Relationship Care – Advocate
As your advocate, we seek to bring meaning, motivation and empowerment to your wealth. We encourage you to make decisions that enhance your ability to love and be loved, to embrace joy in what you have and to find peace in knowing that we are with you every step of the way.
So, there you have it: The answer to my “why.” Now, when someone asks you why you are a FORM Wealth Advisors client, you can answer that as your teacher, coach and advocate we are focused on helping you live a better life.
Form Wealth Advisors | www.formwealth.com