At Bolen | Dodson & Associates, our vision is that you will live an inspired life, free from worry about your money matters. There is a lot of value in plain vanilla financial planning and asset management services. However, we believe there is much more to be accomplished through truly integrated Wealth Planning.
Integration occurs when your core believes and highest goals become the reference point for financial and life decisions. Uncovering your core beliefs and highest goals requires a well developed “Discovery” process. Last week I attended Kingdom Advisors annual conference in Orlando, FL. Kingdom Advisors is a faith based association which advocates operating one’s financial advisory practice on Biblical principles. In one of the sessions, they discussed a model of the different roles of the advisor and I wanted to share that with you today.
An Integrated Wealth Planner fills at least three roles for clients: Leader, Advisor and Coach. My role as Leader is to provide inspiration and direction towards better financial and spiritual health. My role as Advisor is to provide technical advice along with an understanding of how best to implement that advise relative to your aspirations and goals. Most of traditional financial planning and asset management services reside here. As Coach, my role is to remove barriers to growth and change by engaging clients in meaningful dialogue. The integration of any two of the roles blends the expertise accordingly. The integration of all three roles will help you define and establish your worldview and how best to facilitate narrowing the gap between your ideal self and your actual self.
Enjoy your President’s Day