Frequently Asked Questions

What is a Financial Vision?

A Financial Vision is more than ones financial needs and wants. A Financial Vision is what you hope / dream to achieve financially, taking into account your inner personal values for greater fulfillment and meaning in life. This cannot be done alone, as your vision needs to be guarded against predators who want to just sell you another policy, and this is the domain of a Financial Coach.

What is an Independent Financial Advisor?

This is one who has the utmost integrity in helping you reach your financial goals. An Independent Financial Advisor understands that advice is not about policy selling, but rather recommendations based on a financial need, and thus offers commissionable assurance products to meet that need. An Independent Financial Advisor does not work for one specific assurance company.