Every client has a story and it is our responsibility to discover that story and build a plan around that story. Our advisors are like the financial director coaching our clients through the movie of their lives.
Financial coaches need to know where our clients want to go, the settings that the next scenes will play out in, who the supporting cast is, and ultimately, how they want this story to end. Money is tied to this story, whether it be the story of the past, the present or the future.
Life-Focused Wealth Planning is the foundation of what we do at Polley Wealth Management. Throughout life we pass through many transitions and life stages. Getting started in your career, starting a family, established in your career and starting to think about retirement planning or in retirement? Financial planning is important and the earlier you start, the better.
We realize that every life stage brings different priorities and challenges. As your financial director, we coach you through every stage.
Something that makes Polley Wealth Management different.
Most wealth managers only work with investors that have accumulated significant investable assets that can be moved to the advisor, but what about young professionals, couples just getting married or starting a family or someone who has accumulated most of their investments in a company retirement account? You need advice, too. We are here to work with you.
We help clients through every stage of life because we make clients our focus, not their money.
Finding the right mix of happiness, meaning and psychological richness is an ongoing process. You might find that the emphasis you place on each shifts as you progress through various transitions in life.
Let’s discuss how our premier financial coaching program, called Life-Focused Wealth Planning at Polley Wealth Management can help you align, and realign, your assets to these important goals every step of the way.
that includes Foundational plus:
that includes Family, plus:
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Services are offered through Polley Wealth Management LLC, a Registered Investment Adviser and independent financial advisory firm, headquartered in Orlando, Florida.