Every relationship is different, but our firm follows the same foundational approach to working with you and looking to achieve your goals.
Much of what we do centers around relationships. Because any financial strategy must be informed through an understanding between a client and his/her advisor. Most advisory firms focus on the assets being managed without considering the other financial matters that impact and play a major role in what you do/who you are. At Inflection, the playing field is leveled, meaning we value the process of learning. Learning from you and in turn helping you learn how to take charge, and build a roadmap of success that can sustain for years to come.
The approach is collaborative, engaging, and lasting. We know that things come up and are here to support you in your growth. Above all, you are sitting in your prime and its important to work together to realize your promise and potential now.
Our Goal Is Achieving Your Goals
At Inflection Advisors, your well-being is our primary focus. Our firm desires to create lasting relationships through impactful financial planning, assisting through life events and establishing a strong investment foundation.
Our 5 Step Process
We believe in a five step process for continued financial growth:
1. Fact Find – Data Gathering – Investigation
Get a deep and clear understanding of your current situation while understanding where you would like to be in the short, mid and long term.
Analyze data, run what-if scenarios and provide a pro/con of current actions and potential changes.
Propose road map to achieving goals and provide guidance around challenges and opportunities.
Rolling out the plan and using our advanced planning for systematic start with the foundation of what is most important and then moving along other pieces of the plan. Depending on complexity, this process can take time to fully be completed.
5. Regular Monitoring
An agreed-upon schedule monitoring the plan will be put in place, this could consist of phone meetings, quarterly investment updates or monthly financial planning meetings to stay on track. Finding what works to keep us both accountable is important.
Why People Work With A Financial Advisor
There are many reasons that people reach out a financial advisory firm. A few of the most common reasons are below:
- To take action
- To reduce complexity
- Save time
- Offload unpleasantness
- Make someone else happy
- To increase confidence
- To make better trade offs
- Receive encouragement
- To have someone to blame
- To feel safer
People seek advice to solve a problem, so that they can feel more settled as a result.
While there is not one answer to why you should work with us, we can definitely assist in helping you in more ways than one.