PLAN TO START LIVING
"Buy that Harley. Quit that job you don’t love. You have a life to live, right?" Probably not the typical advice you’d hear from your wealth management advisor.
Most of the time when someone decides to sit down with a wealth management advisor, the perception is it will likely be all about money and risk management. For most advisors, that may be true. The clients that have goals in saving, but also in living, love the financial planning approach Dreyer Financial models.
You can’t plan for everything in life, so plan the best you can, and enjoy the rest. People that work with financial advisors have goals and ideas of what they want to do with their money, but few have the time or expertise to accomplish either.
How does Casey Dreyer and his team get it done? The key is to begin with a conversation...a deep, genuine conversation. It allows you to learn about the team, and more importantly, they learn about you. To hit your financial benchmarks it’s important to have an engaged partnership, a belief in financial planning, willingness to listen, and be vulnerable. You can expect the same from Dreyer Financial.
