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See Beyond the Spreadsheet to Understand Your Most Important Goals

Wealth Management Financial Planning Videos

We want to underscore how important it is to think of your wealth as going well beyond the dollars involved. A true wealth advisor goes deep - into the realm of your critical values, relationships, and lifelong dreams.

We will ask more questions like “What is important to you? Where do you want to go with your life and with your wealth?” rather than “Where are your assets held?” This type of advisor listens to what their clients have to say. It is a continuing dialog where we help you connect the decisions you make with your money with your life.

As Carl Richards, the Sketch Guy at Behavior Gap, expresses in this video, “We see past the spreadsheet to understand your most important dreams and goals.” Carl articulates so well how we see our relationship with our clients. It’s a fresh approach to wealth management by combining your investments, your relationships and your advanced planning needs into a unified whole. We hope you’ll check out this video and let us know what you think … and what’s really important to you and your personal wealth.


Beyond the Spreadsheet from The Cogent Advisor on Vimeo.