Values-Based Financial Planning -
Core Values Your Financial Planner Provides
At Coleman Financial Group, our goal is to build a lasting relationship with our clients. We aim to understand your financial and life goals, work with you to achieve those, and ensure that you and your family are financially prepared for whatever life has in store. We have a set of values and principles that we adhere to that distinguish us from other financial management teams. These include:
A Road Map of Your Own—We don’t believe in one-size-fits-all solutions or in starting from the same premise for each client. Instead, we begin the financial management relationship by talking to you about your goals and the obstacles that currently separate you from achieving those. From there, we develop a custom-made plan tailored to your own needs and present situation.
Organization—Our clients are busy professionals and entrepreneurs with many responsibilities and passions. Being proactive about keeping your financial life in order can often feel like another full-time job of its own. As your financial management team, CFG is committed to helping you organize your finances and establish regular review processes to maintain an organized and easily navigable financial life.
Educating and Learning—Every member of our team has dedicated their professional lives to financial management. We stay on top of developments in the industry, assess emerging and established best practices, and have a wealth of combined experience to draw on for any given situation and set of goals. We like to share our expertise with our clients, as we think that everybody deserves to be as informed as possible on the financial decisions that they are making. In that same spirit, we also want to learn from you about your own approach to your financial future and educate ourselves on what the best solutions are for your unique situation. We think that the most successful and enriching relationships between financial management teams and their clients are a product of mutual curiosity and education.
Flexibility—Financial markets are always in flux and are responsive to technological advances, the health of the economy at large, and all kinds of world events. Similarly, your own needs and goals may change as a result of significant life events or a reassessment of your priorities. We consider it one of our key responsibilities to help you refine and revise your plans as needed and to always share our knowledge and research so that we can arrive at the most well-informed decisions together.
Care—Finally, one of the most fundamental of our guiding principles is that we genuinely care about each of our clients’ well-being and progress toward achieving their financial goals. We are in this financial journey with you every step of the way, and we want to use our expertise to help you and your family have an enjoyable, secure, and stable financial life.