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We believe in – and live by – a philosophy of excellence.

Average is not good enough … Our goal at Family Investment Center is excellence. We find excellent investment products and supervise an excellent service package. We maintain a library of excellent research materials and financial planning resources. We also demand top safety and security for our clients.

We won’t settle for average. We continually seek top managers or securities and meld them into superior custom portfolios. Each palette of investments is carefully tailored to personal or family goals. We enlist excellent managers, research, resources, and effort for our clients. Don’t settle for average. You deserve excellence.

Please search our blog posts for answers to common investment questions, and we look forward to sharing our knowledge and experience with you first-hand.

What do Financial Planning and Fitness Strategies Have in Common?

Change Your Mindset to Get in a Healthier Financial Planning Position

 

 

The best fitness coaches let their clients know that to reach their goals, it takes sticking to a plan, and that a plan is a long-term situation. The coach has the experience required to guide clients through the right exercises and nutrition plans to help them reach their specific goals. Financial planning professionals are similar in their tactics.

Think of your financial planner as your health club instructor for a moment. Your goals can be anywhere from improving your cash flow to managing your taxes or focusing on retirement and estate goals. Maybe you’re more interested in business planning or insurance.  When you go to your financial planner, they will have a series of “exercises” that can help you reach your goals.

 

Your Financial Planner Should Have the Tools You Need
When you go to your health club, they have all the tools you need to develop or tone specific muscle groups. Furthermore, the club has seasoned experts there to show you how to operate the equipment correctly. On your first trip to the club, you’ll likely get a consultation where a fitness coach will help you set goals and develop a strategy for reaching them. The same can be said of a financial planner. They will sit down with you, talk about your current situation, and you’ll together set goals.

Taking Inventory and Keeping Track: Important Roles of a Coach
Your financial planner will listen to you as you talk about your challenges and various ideas. Then, you’ll get a comprehensive financial review to gather all your documents and establish a way to keep everything organized - just as you keep track of your reps, sets, body fat and weight as you track progress at the gym.

Individualized Attention is a Key Element
A fitness coach is able to offer special, customized care – because no two clients have the same body types or challenges. The same can be said of a financial planner – it’s not a one-size-fits-all approach to helping you manage your money and your investments. They’re going to look at you as the individual you are, and do what’s best to get you on track to meet your goals.

At Family Investment Center, we strive to act as financial coaches. It’s our mission to assist our clients in using their money more effectively so they can live the life they envision for themselves. If you’re committed to improving your financial health, contact us today. What are you waiting for?

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