What comes to mind when you think of financial advice For many the term conjures up images tied to life insurance or large investment portfolios. While most individuals have a need for financial guidance sometime in their life, they often think this process is only for the wealthy. There is now an independent financial firm changing that perception, stepping 100% online to accomplish their goal.
Since the late 1980'ss, Alice Bryan, CFP's174;, and Dwight Kellams, CFP's174;, CPA/PFS, MBA, have worked with hundreds of individuals and families, helping them guard against the risks of
the future and move forward with confidence. Karen Bolton, CCPS, joined them a few years ago to add her expertise and shared commitment to work with clients, requiring no commissions or
money management minimums. Working on a project basis much like a CPA, they found wide acceptance.
Ms. Bryan states: The three of us joined forces with one desire: to help those Do-It-Yourselfers who prize freedom and control, and just need a mentor or two along the way to help them
succeed. We'sre simply passing the time commitment and cost savings on to the clients to work at their convenience, and leveraging our professional expertise with hundreds through the
internet.
Once Alice opened the doors of her fee-only business several years ago, dropping her sales licenses, and started networking to get the word out, the people started calling her: much like
the movie Field of DreamsBuild it and they will come. She realized she was just tapping the tip of the iceberg with folks who needed objective advice from an experienced professional.
They didn'st meet the money management minimums of the typical wealth management firms, or didn'st need comprehensive planning.
They simply wanted professional guidance without sales pressure, and that understanding led her to develop www.yourfinancialwatchdog.com
with Dwight and Karen to bring these resources to people in the convenience of their homes or offices. Going against the mold of financial planners in general, who are focused on people
with money to invest, they see a huge need and opportunity to reach the silent majority who fit their approach.
We'sre filling the gap between those who need no guidance, and those who are ready to pay the higher fees associated with working face to face with a local advisor. We certainly can'st
replace the specific advice that an 'soffline's relationship affords, but we can empower the countless individuals who are searching for clarity and a steady hand on their shoulder.
What is their process Through the convenience and easy accessibility of the internet, individuals can find out how to develop their customized plan using the company'ss new 3 step online
financial system.
I'sve discovered three keys that people need to succeed, as described on the Free Financial Resources page on our website. Through the internet, we have the best opportunity to help
motivated individuals use all of them and take charge of their future.