Financial Life Planning
It’s about discovering, activating, and living your version of your best life.
Why Alexander Financial Planning?
Financial Life Planning means different things to each of us. For some it’s all about a secure and comfortable retirement while others need guidance on how to invest their money or how to transfer their family wealth. A common thread that runs through our conversations is bringing a voice to the women at the table.
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Women have long been underserved when it comes to finances. We pride ourselves in creating this space for all voices to be heard. In turn, this opens opportunities while protecting what’s most important to you.
What you value in life is what guides us in planning for your future.
Our Process Begins With You
You are at the center of everything.
We begin your financial life planning process by asking questions. You are the expert of your life and we are here to listen and guide you on your financial journey.
When most people think of financial planning, it’s the technical or quantitative side that comes to mind. Over the years seasoned advisors have recognized that this process is not just about the numbers.
A parallel path has evolved which addresses the human or qualitative side of financial planning. It explores habits, attitudes, money memories, and mental stumbling blocks about money. How we spend our money expresses our values to those around us. The technical side cannot exist without understanding the role that the human side plays in impacting our financial decisions.
What sets us apart is that we are trained in both:
The Human (Qualitative) Process
Circular • Interactive • Repetitive
The focus may change, but the process remains the same.
Explore:
• Your Needs, Concerns, and Aspirations
Engage:
• Identify Your True Values
• Clarify Your Priorities
Envision:
• Visualize Your Ideal Life
• Establish Guidelines that Align Your Values with Your Assets
Enlighten:
• Summarize & Clarify Insights About Your Vision
• Address Solutions that Support Your Life Vision & Goals
Empower:
• Monitor Progress to Maintain Focus
• Review Your Financial Plan to ensure it is supporting Your Life Vision
• Address New Issues, Transitions, & Concerns
The Technical (Quantitative) Process
Circular • Interactive • Repetitive
The focus may change, but the process remains the same.
Step 1
Clarify hopes, dreams, wants & needs.
Step 2
Gather the data needed to answer your questions
Step 3
Quantify your goals & objectives
Step 4
Analyze proposals with “What-If” scenarios
Step 5
Implement by prioritizing & simplifying next steps
Step 6
Monitor progress & nudge when needed