At Financial Focus, LLC, we
are
committed to the application of the principles of Financial Life Planning
as a methodology to helping our clients achieve their preferred future.
Financial Life Planning recognizes that life events and life
transitions are normal and that along with the changes come financial
ramifications and responsibilities. We can help you by listening,
discussing and offering options and strategies you can use to deal with
your unique situation.
Throughout our work together, we will assist you in establishing
financial goals that facilitate your life goals, while creating awareness
of both financial and non-financial aspects of your life transitions.
Our mission is to give you as much control over your Financial future
as possible, based on the the following principles:
Choice--Identifying the choices that you as an
individual have in mid-life and beyond, and addressing them in
financial strategies, retirement decisions and quality-of-life
decisions such as careers, relocation, meaningful use of time, and
personal and professional growth.
Consequences of options--Every financial
decision you make has consequences - Financial Life Planning allows
you to see them as a whole, functioning part of your personal,
professional and financial development over time.
Self-direction--Self-reliance and personal
responsibility are two overarching themes in life planning.
Intentionality--Life planning is not an
accidental occurrence. It is an intentional process. At times, the
intent needs definition, direction and clarification. We can help
you facilitate this process.
Empowerment--The Financial Life Planning
process is designed to empower individuals to make good decisions
for themselves and their loved ones. At times, individuals need to
be encouraged to recognize that they have the power to design their
own future. This is closely aligned to being self-directed and
intentional in one's efforts.
Holistic Planning--Life planning is holistic.
Financial security must be made to serve and reinforce your personal
values, visions and aspirations for the future.
Integrity in Evaluation--The intention of life
planning is one of candor. While keeping your welfare a top
priority, we will help you make an honest and open assessment of
your financial situation and best options for the future.
Personal Attention--Life planning is focused on
the individual. Therefore, it is highly personal. No two individuals
are the same. The uniqueness of each individual is valued on a
personal level.
