Advice for Life - Your Vision. Our Guidance.
Advice for Life is a client-centric approach to financial guidance reflecting your priorities and specific life circumstances.
It is a planning process you and your Copper Canyon Wealth Advisors will undertake together. By helping you articulate your aspirations, we're better able to understand where you are now, and together, we'll develop a road map to pursue your goals. Whatever your hopes for the future, the best way to achieve the vision of how you’ll spend the years ahead is to commit to a plan that will move you in the right direction.
Advice for Life is an ongoing process. Over the course of your lifetime, your dreams, goals, and circumstances can change. Through life’s ups and downs, we’ll be there to provide guidance, monitor your progress, and help keep your plan in sync with your dreams.
The Advice for Life approach recognizes we’re all on a special journey—and we each require a road map to help us get to where we want to be. This disciplined process has helped other clients better understand the financial decisions that support their situation and improve family communication regarding money issues.
We believe adopting a systematic approach that focuses first on your life goals and aspirations may improve the chances of achieving the future you envision.
The Advice for Life Process
Discovery
Before we get down to crunching numbers, we'll talk about the things most important to you—family, community, pastimes, church, etc. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about, your experiences with money, and what you've accomplished so far. Together, we’ll figure out where you are now.
Planning
Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are, now, relative to your life goals and priorities, and consider what gaps exist. We will weigh the financial implications of each goal we discuss and construct the framework for a plan that supports them.
Solutions
The benefit of a holistic planning process is it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific solutions to help match each of your goals. This is where we implement your customized plan.
Monitoring
Just when you make plans, life happens—and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust plans over time, as necessary.