Financial Planning with Family Wealth Partners

People already believe at some level or will discover that there is more to life than “having it all”. Traditional financial planning has generally focused on the accumulation of assets from a purely technical standpoint only. Values-Based Financial Planning and Wealth Coaching is an expanded concept that helps clients define, express and integrate their life goals, personal values, belief system, intentions, and what truly is most important to them with their wealth.

The emphasis is placed on what one values, not the value of what one owns. Through this process, as financial affairs and personal values become more closely aligned, one gains complete confidence in his or her financial plan.

As your Wealth Coach, we act as, one might say, your “Personal Trainer” coming alongside you to help make smart choices with your money. Being aware of your options and understanding the impact of decisions to be made helps our clients move forward with confidence. A plan, process, and coaching builds a relationship to create solutions together, can maximize the opportunity to reach desired goals, and provides more peace of mind around finances in general.

Money cannot buy happiness. What it can do, no matter how much one has, is to help you pursue what is most important to you, your family and your future. By moving from money to meaning, from success to significance, and from performance to purpose, a values-based financial plan and wealth coaching can help you live in true abundance.

We invite you to have an initial meeting with Family Wealth Partners so you can discover how we can provide Wealth Coaching & Values-Based Financial Planning to you, what to expect, and the impact it may have on your life.

Schedule a Phone Call or Meeting

What information can we provide that you might find helpful? There is no cost for this initial consultation.

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Family Wealth Partners

Investment Advisory Services offered through Family Wealth Partners, a North Carolina Registered Investment Advisor.