"Finance" is one of those things that touches almost every aspect of your life in one way or another, and yet most of us have never had any intentional exposure to or education on the subject (except maybe a one-semester class back in high school that taught you how to write a check). This leads to a generalized feeling of unease around the subject...a somewhat ephemeral (yet completely understandable!) sense of knowing you should do *something* but not quite sure what exactly that something is or to go about starting it. No worries - that's where we come in!
There is a ton of information you can find online about what to look for in a financial advisor. So what sets us apart?
Well, we feel that being an independent, fee-only firm already does a pretty good job separating us from the crowd. We don't get paid from commissions or endorsements or anything, so there's no product sales pitch going on, just unbiased advice.
We think your finances should be tailored to your personal goals - everyone has different dreams for what they want from life. Treating you like an individual and not just a number from a risk assessment or actuarial table is an important part of the planning process.
We also feel strongly that financial advice should be accessible and affordable.
Ultimately, however, what it really comes down to is trust and comfort. Do you trust the expertise of the person sitting down at the table with you? Are you comfortable that they understand you and are guiding you in the direction you want to go? At the end of the day, that's we strive to provide here at ATI Wealth Partners - peace of mind about your finances and your financial future so that you can spend less time stressing and more time doing the things you love.
There is a ton of information you can find online about what to look for in a financial advisor. So what sets us apart?
Well, we feel that being an independent, fee-only firm already does a pretty good job separating us from the crowd. We don't get paid from commissions or endorsements or anything, so there's no product sales pitch going on, just unbiased advice.
We think your finances should be tailored to your personal goals - everyone has different dreams for what they want from life. Treating you like an individual and not just a number from a risk assessment or actuarial table is an important part of the planning process.
We also feel strongly that financial advice should be accessible and affordable.
Ultimately, however, what it really comes down to is trust and comfort. Do you trust the expertise of the person sitting down at the table with you? Are you comfortable that they understand you and are guiding you in the direction you want to go? At the end of the day, that's we strive to provide here at ATI Wealth Partners - peace of mind about your finances and your financial future so that you can spend less time stressing and more time doing the things you love.
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Hmmmm....not convinced yet, you better let me Read past On the Horizon newsletters first