What Makes Us Unique
Our uniqueness is shown through our purposeful values-based approach to financial planning. We understand that everyone has his or her own story, so a cookie-cutter financial plan is not the best approach. Instead, we look at the entire person: their values, their goals and objectives, and those pieces of their life that make them unique. We can then start putting your financial plan together. At Piece Financial, we won’t just plug the numbers into a plan, but we will challenge you to become aware of your values and match your financial plan to those values.
What is Unique About You
Before we can help you with your financial plan, we need to understand you and what you value most. We want to know what makes you unique. You may not realize it, but your values influence you in every part of your life. Dig even deeper and you will discover that your monetary habits are often a reflection of your values. If you are unhappy about your current financial plan or financial landscape, it may be because you are not spending or saving in respect to your values. For example, if "security" is one of your values, but you do not yet have a retirement plan set up for yourself, your value “security” may be unfulfilled, which could be making you “unfulfilled” in your life. We'll help you discover your values so we can help you create a financial plan that is unique to you.
Our Unique Times
With the aging population and the change in the overall work environment, people are working longer and many are expecting more fulfillment from their vocation. We understand that often it is not the norm to retire at a certain age, but instead to change careers when you have the opportunity. Rather than "retirement" then we call this your next "life chapter" or "life stage". This is where "life planning" comes into play, and rather than plan for "retirement" you plan for your next "life stage" and how to prepare, inform, and educate yourself and your family towards your life planning goals. We at Piece Financial will collaborate with you to achieve your life planning goals.