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Modern Wealth

Discover why the Modern Wealth EVOKE® Financial Life Planning process is the only way to be a Financial Planning and Investment Management Fiduciary

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Modern Wealth is featured in

1/15
 
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Number of CFP® Pros

over 88,000

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” CFP Board benefits the public by independently certifying financial planners. Although CFP Board does not guarantee their work, CFP® professionals have met rigorous qualifications for financial planning. Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

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Number of RLPs®

less than 600

Life Planning focuses on the human side of financial planning. In Life Planning we discover a client’s deepest and most profound goals through a mindfulness-based process of structured and non-judgmental inquiry. Then, using a mix of professional and advanced relationship skills, we inspire clients to pursue their aspirations, discuss and resolve obstacles, create a concrete financial plan, and provide ongoing guidance as clients accomplish their objectives.

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Number of CERTIFIED FINANCIAL PLANNER™ Pros who are also Registered Life Planners®

188

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EVOKE®

Financial Life Planning

Every person has two lives and the second starts when you realize you just have one.

 

In EVOKE® Financial Life Planning, together we discover your deepest and most profound goals.

 

Then I inspire you to pursue your aspirations, discuss and resolve obstacles, create a concrete Financial Life Plan and provide ongoing guidance as you live your best life.

The EVOKE® Financial Life Planning process is Financial Planning done right and is truly the only way to be a real fiduciary.

 

If you’re ready to step into the person you’re meant to be, please schedule an Intro Call. It’s time for you to Live Wealthy!

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Fiduciary

A fiduciary is a professional entrusted to manage your assets and wealth while putting your best interest first at all times.

 

Financial Advisors, Financial Planners and Investment Professionals who follow a fiduciary standard must disclose any conflict, or potential conflict, to you before and during the advisory engagement.

 

Fiduciaries will also adopt a code of ethics and fully disclose to you how they are compensated.

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Independent

An independent Financial Advisor is an Advisor that is not tied to the proprietary products of one firm and not tied to minimum production requirements of one specific investment or insurance company.

 

Independent Registered Investment Advisors (RIAs), which is what my firm Modern Wealth is, are also held to a fiduciary standard of care.

 

By law, I must act solely in your best interest. To ensure your advisor or potential advisor is following a fiduciary standard, request to see their ADV (a form filed with the SEC) or ask if they will sign a fiduciary oath.

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Fee Only

The Fee Only method of compensation is the most transparent and objective method available. This model minimizes conflicts and ensures that I act as your fiduciary.

 

Fee Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets.