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What We Want From You Thumbnail

What We Want From You

Written by Lee Stoerzinger, CFP®

The world of financial planning is an interesting place. The foundation it is built upon, at least from a marketing and media perspective, is heavily based on how to invest, where to invest, and so forth. It seems reasonable in some ways. However, the “real” world of true wealth management extends well beyond the day-to-day markets and the latest news. It’s about building a roadmap which can encompass tax planning, legacy and planned giving, government and corporate benefits, distribution planning, risk management, etc. The money is just what gets you there.

I can’t count how many articles or interviews I have seen about “how to engage a financial professional” or “risks to avoid when finding a financial planner.” I guess they could be valuable, especially since partnering with someone to assist you with your wealth is a big decision. There is such an education gap between what people perceive we do and what we actually do and, to be blunt, a very broad range of actual knowledge coming from our industry. However, one item I have never seen anywhere is “what your financial professional expects from you.” Go ahead, try to look it up.

We have spent almost 30 years building something different; something which not only checks the boxes and gets you where you are going but also something that adds more. Much more. We engage in a relationship which helps you think about what money means in your life, why you are here in this world, and what message you want to share when you are gone. What we offer takes a team of high energy, thoughtful people to effectively provide the experience we seek. This also means the relationships we nurture need to have a healthy regard for the process and collaboration from both sides of the table in order to maximize success. I thought it might be helpful to share what we believe makes for a truly valuable relationship. In other words, what we want from you.


Over time, we have built a team with expertise in “all things financial.” This is offered through client meetings, print and digital communication, comprehensive technology and in person events. Each of these channels provide unique value and you should use them to the fullest extent to see the most benefit.


While much of our industry is spending time asking people “how” they would like to invest, we want to know “why” they want to invest. “How” is the easy part. Without knowing the “why,” it is kind of like packing for a vacation without knowing where you are going. Our values-based approach helps you understand how money works in your life and what it all means. Embracing this provides an avenue for truly meaningful outcomes. You have this opportunity.


This world is very good at taking things which should be measured over the long-term and using short-term information to take us off track. We challenge you to keep your true goals in mind, do the hard things when appropriate, and trust in our abilities to lead you through all of what this life brings. It’s what we do, and we go to work each day knowing to never take this for granted.

OUR GOAL is not to be some things to all people, but all things to some people. If you are a client, we are thankful and we so look forward to a bright future together.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.