Fail to plan
Now the way we do it is actually pretty simple. You've probably heard the statement people don't plan to fail they fail to plan.
So here's the problem, here's what we think is the problem.
The traditional financial institutions sell products… they don't provide total solutions.
So see if this makes sense you know we go out and this is you, we go out and we buy a lot of different financial products at different times in our life from different people and different companies, and the question is do they ever really sit down and look to see how it all fits for us. So for example we have our mortgage we have our credit cards or maybe a car loan or some mutual funds or savings or college funds or maybe 401 K or a bank account, life insurance…and do the companies ever really look at how all of this fits together.
Like if you called up a representative from each of these companies and asked them to come to your house on Friday night at seven o'clock to sit down to discuss how all these moving parts fit would they send a representative to your house? So that's what we do,
Ok our solution is a financial needs analysis. It's customized, it's confidential and it's complimentary. Meaning we don't charge for it. What it does is It allows you to look at your goals and dreams, and help you to achieve them. I call it a financial G.P.S. It's a written financial game plan and a financial G.P.S. for example, if I was on my way to your house tonight and I got lost. OK And I didn't have (TRAINEE) to show me how to get here and I said “Hey I'm lost…” what would your first question be? Where are you? ok ..you aren’t going to just start spouting out directions.
Now when it comes to finances are a lot of people lost? So we've got to find out where they are. So we take a snapshot through a financial needs analysis and we look at what someone's goals and dreams are, and we help them map that out. OK does that make sense?
Ok and it helps find answers to a lot of important questions.
So here's the problem, here's what we think is the problem.
The traditional financial institutions sell products… they don't provide total solutions.
So see if this makes sense you know we go out and this is you, we go out and we buy a lot of different financial products at different times in our life from different people and different companies, and the question is do they ever really sit down and look to see how it all fits for us. So for example we have our mortgage we have our credit cards or maybe a car loan or some mutual funds or savings or college funds or maybe 401 K or a bank account, life insurance…and do the companies ever really look at how all of this fits together.
Like if you called up a representative from each of these companies and asked them to come to your house on Friday night at seven o'clock to sit down to discuss how all these moving parts fit would they send a representative to your house? So that's what we do,
Ok our solution is a financial needs analysis. It's customized, it's confidential and it's complimentary. Meaning we don't charge for it. What it does is It allows you to look at your goals and dreams, and help you to achieve them. I call it a financial G.P.S. It's a written financial game plan and a financial G.P.S. for example, if I was on my way to your house tonight and I got lost. OK And I didn't have (TRAINEE) to show me how to get here and I said “Hey I'm lost…” what would your first question be? Where are you? ok ..you aren’t going to just start spouting out directions.
Now when it comes to finances are a lot of people lost? So we've got to find out where they are. So we take a snapshot through a financial needs analysis and we look at what someone's goals and dreams are, and we help them map that out. OK does that make sense?
Ok and it helps find answers to a lot of important questions.