Lifestyle Financial Planning For Sustainable Growth
American painter, artist and photographer Chuck Close once famously said, “Inspiration is for amateurs. The rest of us just show up and get to work.” It’s a great sound bite, but what did he actually mean, and how does it relate to financial planning?
Perhaps, that inspiration isn’t something you can just pick up with your bread and milk. Instead, it’s something that grows out of activity. It’s the faith in the process. The belief that, if you do the work, if you don’t continually try to reinvent the wheel, you will discover so much more than if you simply sat around waiting for inspiration to strike.
What does this have to do with being a lifestyle financial planner? Perhaps everything.
Working Hard For You
At Alex Wardle and Associates, we have been doing so since 1989 – and we’ve learned a few things about financial planning along the way. We’ve learned how to take regular people, with regular lives, and give them financial peace of mind. Families, small business owners, retirees….honest, hardworking people looking for an honest, hardworking financial planner and trusted partner. It’s a responsibility we take very seriously.
Customer Centric
We exist to serve our clients, the people who trust us to give them sound advice. Everything else is “noise”, a distraction. Everything that we do is in our clients’ best interests, and we only offer advice that we are not only truly confident in, but would also take ourselves. We do not offer advice that our clients want to hear, but rather what they need to hear.
Forward Thinking And Excellence
We are constantly looking to the future and anticipating change so that we can adapt our strategies and knowledge base to meet – and exceed – the expectations of our clients. To understand the future of our clients’ wealth, we must first know ourselves and understand our future. We have mapped out a succession plan that guarantees our clients are always taken care of, and that there is never a break in our excellent levels of service
Honesty And Integrity
We adhere to the highest ethical standards, and our honesty and integrity are not negotiable. We demand that all our employees operate within this same stringent moral framework.
We Value Our Employees
We share and communicate openly and fairly with each other. We value our talented workforce, respecting and supporting them so they can reach their full potential. We work together as a team.
Accountability
We understand that we hold our clients’ future in our hands. We have a responsibility to act and offer advice in a carefully considered manner, and must be accountable for our decisions.