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 to teach you “how to fish”, so to speak, rather than “fishing for you.”
Understanding our instructions and recommendations is paramount to being able to manage your own assets. After we provide you with a comprehensive financial plan, we want you to understand how to manage your personal finances independently, with us here as a sounding board and safety net if you run into complicated situations or hurdles.
Many of our clients identify as Bogleheads, DIYers, or people who want to maintain control of their hard-earned assets while still benefiting from professional financial advice and planning when needed.
Our ultimate goal is to educate our clients to the point where they have complete understanding and confidence in their personal finances – if there is a term, phrase, acronym or any aspect of your personal finances you do not understand, we will be here to help you learn and grow your financial expertise.
Please contact us at: Contact Arrivity, 206.217.2583 or info@arrivity.com if we can assist you or someone you know with financial planning.
Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.