Each client deserves an inspiring strategy for your Real Financial Life.
The clients Financial Spyglass® serves best
- Are professionals with demands on your time
- Are stewards for your family and community
- Own your Home
- Invest in Education
- Seek to balance the time you invest in relationships, health, career... and
Value designing a strategy, with an advisor, like Louise Bryant, CFP®, RLP®, MBA that I/We create and update, for the highest probability of enjoying what is most important to you.
When your entire financial house is in order, you will confidently greet whatever comes during your life and for your legacy; and have the highest probability of making smart financial decisions for each moment with your personal Financial Life Plan®.
Let's look at your net after tax income at regular intervals overtime, to give you a personalized REAL financial life plan with the highest probability of covering your spending and goals. Enjoy the confidence- building experience of Financial Spyglass®'s engaging navigation touchpoints. I/We will create and keep up to date with your personal Financial Life Plan®
Knowing the life you want to live increases the probability of you living it.
Allocate your time, your treasure, and your talent with purpose.
Align your financial choices with what is most important to you.
Over the course of your lifetime, your dreams, goals, and circumstances can change. This disciplined planning process helps our clients to eliminate expensive debt, better understand the financial decisions that enhance your situation, and improve family communication regarding money issues with a shared plan with "first things first".
Through life’s ups and downs, I’ll meet you where you are and be there to provide guidance, monitor progress with you, and help keep your plan in sync with your dreams for your life and your legacy.
Financial Planning and Investment Advice offered through The Art of Your $trategy LLC, a New York State Registered Investment Advisor, d/b/a Financial Spyglass® Copyright © 2005 - 2023 Financial Spyglass® - All Rights Reserved.