Financial Spyglass®
Financial Spyglass®
  • Welcome!
  • You Deserve...
  • REAL Financial Planning
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    • Welcome!
    • You Deserve...
    • REAL Financial Planning
    • Next Steps

  • Welcome!
  • You Deserve...
  • REAL Financial Planning
  • Next Steps

Creating Your Strategy

EXPLORATION - Your Personal Financial Roadmap® Meeting

Take the opportunity to create your personal Financial Roadmap ®  so you can do even more of what is most important to you.  By the end of this meeting, you will know whether the guidance you seek, aligns with the way that Financial Spyglass®  serves our clients.

VISION - Your Priorities 1st & What Ifs Meeting

You've engaged  Financial Spyglass®  and provided the essential items requested.  This meeting  is to ensure that your current situation is accurately captured in your plan and that options to accomplish your highest priorities, are clear. 

KNOWLEDGE - Your Financial Life Plan® Meeting

You deserve an inspiring strategy for your Real Financial Life, with engaging navigation touchpoints for the highest probability of accomplishing what is most important to you.

Executing Your Strategy - engaging navigation touchpoints

Your Risk$ Meeting - January to April

Is to address any gaps in coverage.  You will know the appropriate coverage for your specific situation, and next steps.

Your Goals & Taxes Meeting - May to August

is to celebrate the progress toward your goals executing your strategy as tax-efficiently as possible, adjusting as appropriate, for what life brings.

Your Dreams for Life and Legacy Meeting - September to December

is to ensure that you are living the life of your dreams now, as well as establishing your legacy for what is most important to you.

You may want to know what your decision to go it alone or 

with me as your trusted adviser, could mean for you. 

Schedule a 10 Minute Call

Partner for a Higher Standard

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 - 2024 Financial Spyglass® - All Rights Reserved.

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