Blog Posts

25 Ways We Help Clients Build Better Relationships with Their Money 10.) We empower clients to spend money on things that bring them joy. Are you wanting to take a 1-year sabbatical to travel and backpack through European countries?  Do you plan to buy a sailboat the year you retire

25 Ways We Help Clients Build Better Relationships with Their Money 9.) We make estate planning easier by helping clients build a financial plan.  To have an estate or legacy to give to your family and friends, you first need to ensure that all your personal needs are covered through

25 Ways We Help Clients Build Better Relationships with Their Money 8.) We help clients assist their parents and children with their finances.  Our parents were often there for us when we needed assistance learning to walk, talk, and interact with and navigate the world. We know many of you

25 Ways We Help Clients Build Better Relationships with Their Money 7.) We help clients understand their gifting capacity. Arrivity gives back to its community regularly through volunteer events and donations. We also attract many like-minded clients who love to give their time, energy and money to good causes and

25 Ways We Help Clients Build Better Relationships with Their Money 6.) We don’t sell investment or insurance products, allowing our clients to trust and share more with us. A lot of financial planning firms like to advertise that they are “Fee Only”, meaning they are only paid with money

25 Ways We Help Clients Build Better Relationships with Their Money 5.) We stay up to date on industry changes (SECURE Act, etc.) and discuss the relevant impacts when we meet with clients. We don’t know if you’ve noticed, but the governing bodies of our democratic republic seem to change majority-party

25 Ways We Help Clients Build Better Relationships with Their Money 4.) We encourage better saving habits, which in turn builds a stronger financial plan and financial confidence in our clients.   Arrivity financial planners take a look at your paystubs, investments, social security statements, annuity and pension statements etc. .

25 Ways We Help Clients Build Better Relationships with Their Money 3.) We talk to clients in plain English, avoiding confusing industry jargon and refusing to gatekeep financial concepts.  Arrivity financial planners are dedicated to teaching our clients how to manage their personal finances and investment portfolios. We are here