Faith, Family & Finances: An 8 Step Plan for Wealth, Happiness and Peace of Mind
If you live in CA, UT, NV or CO, you may qualify to work with us on a personal basis.
(Call us at 1-877-424-6837 or send an email to martinwms@gmail.com for details.)
Long-term financial success is the result of an ongoing process and not an event. Here is an overview of our process.
First, we listen. We help you establish your goals and objectives. We want to know what is important to you. Based on our experience and thought provoking questions, we will offer insights and help you see the big picture.
Next, we create a plan. Our ‘financial roadmap’ will compare where you are now versus where you want to end up and identify any gaps. We then make recommendations on how best close those gaps. If there are no gaps, congratulations! We will look for ways to better protect your money and achieve your goals in a more efficient manner.
Then, we implement. We believe that the best plan in the world is of no value unless it is implemented. We choose from a wide variety of financial products from many different companies and use only those that best meet your needs.
Finally, we update. As your situation changes, we will always be available to help you make the adjustments necessary.
The result is that you have the peace of mind that comes from knowing not only where you are going financially but how you are going to get there so you can focus on the more important things in life.
Frequently asked questions.
What makes you unique? Most independent financial advisors offer similar plans. What sets us apart is that we go beyond the financial strategies to try and understand what truly matters to you and then design a plan around that. We believe that in the end, it is not so much about the money but rather the impact that money has on the people and things you value most.
What financial products do you offer? Mutual funds, Unit Investment Trusts, Health Insurance, Disability Insurance, Term life, Variable life, Annuities, 401k Rollovers, Mortgages, 401(K)s and other business retirement plans, Financial roadmaps, IRAs & Roth IRAs, Variable annuities, Debt elimination, Private money managers.
How do we get paid? When we find an investment, insurance plan or mortgage that meets your unique situation, those companies pay us for bringing them a client who needs what they offer. It is win-win-win. You get a personal advisor at no cost to you. We get to give away our planning process. The financial institutions we represent get clients who need what they offer.
How often will we meet? Although each client is different, we usually meet 2-4 times to create and implement your initial strategy. After that, it will depend on the progress you make and other life events (like a new baby, changing jobs, etc). Since we don’t charge by the hour, you can feel comfortable calling us at any time with a question. Be sure to sign up for our free monthly message with financial tips, reminders and upcoming events and news. Subscribe to the AchieveMore Financial newsletter
(Call us at 1-877-424-6837 or send an email to martinwms@gmail.com for details.)
