With clear understanding of the importance of planning and seeing how other financial organizations do, or do not do it...this organization came to be.
I've grown tired of watching clients receive a 100 page investment book of superfluous information, seeing inappropriate products and strategies implemented, and a surplus of "trusted advisors" who lacked candor and ability to connect with someone on a human level. That may seem like a bizarre statement but it is true. I've seen some dance around the fact that a client does not have adequate assets to sustain the livelihood simply because they don't want to be the one to deliver the unfortunate news. It's cowardly and rampant in this industry.
I came to learn more about what is most important to my clients by asking them in plain English. Instead of marching in with giant collections of data that they wouldn't understand (which is by design at some organizations, clients don't want to feel stupid so they just nod along) I would ask what they want to see any time we meet, I mean it is your money and you are paying us for a service so it seemed like a no brainer.
Well it indeed is your money and Phase Line Financial understands. Our slogan, "Plan Effectively, Change Decisively" summarizes this belief in concise fashion. We put the plan together but you must be steadfast in your resolve during execution.