A Conscious Approach to Building True Wealth
True Wealth represents a quality of living that, while including material wealth, also incorporates the health and well-being of our body, heart, mind, spirit, community and world.
Our goal is to build not only financial wealth for our clients, but to enhance the experience of True Wealth that comes from connecting your life’s purpose with your financial life choices and investment portfolio. Our FWG financial advisors undertake a 3-part, whole systems approach in assisting our clients in defining their unique pathway to True Wealth.
Our process begins with endeavoring to understand each client’s personal mission, spiritual beliefs and/or core values. We believe there is no way for us to create a viable financial plan for you unless we understand as clearly as possible what you see for yourself as your life’s meaning, purpose or higher calling. This could range from actively contributing towards ending world hunger, to raising the best kids you possibly can, to setting foot on each continent, to being sure a special needs grandchild is always provided for… the possibilities are limitless. This is why our first step is to understand YOU.
Next, we couple our understanding of these larger values/goals with a more traditional financial planning approach to develop your True Wealth Plan. (Supported by our True Wealth Portal technology.) This plan provides traditional projections for things such as retirement planning and
education funding, as well as outlines recommendations on how to more closely align your core values with the financial decisions you are faced with currently, or may be faced with in the future.
Finally, we construct a portfolio proposal that integrates this personalized True Wealth Plan into the current global socio-economic, political, and environmental investment megatrends to create your True Wealth Investment Portfolio solution. We believe that when our clients align their investment choices with their deepest core values they become more committed to their own success.