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What is Proactive Financial Planning?

Proactive Financial Planning begins with the definition of Proactive

Proactive: behavior involves acting in advance of a future situation, rather than reacting. It refers to taking control of a situation and making early changes, rather than adjusting to a situation or waiting for something to happen.

(of a person, policy, or action) creating or controlling a situation by causing something to happen rather than responding to it after it has happened. "be proactive in identifying and preventing potential problems"

Why do you need a Proactive Financial Planner?

At Timpanogos Financial Advisors, our role is to teach and guide our Clients to help you reach your Life Goals and live your life on purpose, through each Season of your life.

We work steadily to build a relationship with our Clients to act with purpose during every Season of your life, taking the time to understand your Goals and what those Goals will mean to you financially. By establishing trust and comfort with our Clients, we are able to walk you through your Seasons of Life as well as any life shifts, or seasonal storms, that can often send reactive investors and planners off track.

The financial world moves very quickly, and a Proactive Financial Planner will keep in touch and provide their perspective on current events and emerging trends. Gone are the days when an occasional "check-in" will do. By working with a Proactive Financial Planner, there will be less chance of you being distracted by, or fearful of, market ups and downs.

As Proactive Financial Planners, we work to help you to better understand the investing process and the available choices. We want you to see the big picture, and to be proactive rather than reactive.

Timpanogos Financial Advisors will provide you with a structure, ask you the right questions, answer your questions and follow up with you. Working together we can plan proactively, and have a better chance of a winning result.

Each season brings exciting changes for those in all of the financial planning “Seasons.”

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