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
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
align their investment choices with their deepest core values they
become more committed to their own success.