Before learning about your assets or your goals, we get to know you; the significant influences and lessons in life that make you unique. We will discuss your hopes, dreams and yes - your fears and regrets. We want your story. In addition, we work to discover how you define success as well as what brings you meaning and fulfillment in life. Only then can we start to understand what’s most important to you, and how your money can enhance your life’s goals
Since there is no one-size-fits-all strategy, we work closely with you to identify strategies and services that align with your unique financial positions and objectives. We evaluate your options and recommend strategies to get you where you want to be. Each plan takes action to have success. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on-track to achieve your financial dreams. Your goals remain the centerpiece of our recommendations and strategies. We take a comprehensive view of your complete financial picture to develop a deeper understanding of what is required to achieve your goals.
Our wealth management system provides both you and our team with a secure on-line view of your financial progress. We can collaborate with you online anytime, no matter where you are. We link all of your financial accounts for a complete, up-to-date view of your financial situation.
We will help to implement your plan over time. The only way to get the results you really want is to take action. Timpanogos Financial Advisors acts as your coach, guiding you along the way, step by step, with straight forward advice and a clear plan of action. We work with you to help align your financial decisions with your most important financial goals, and your most deeply held personal values.