From Clarity To Confidence

“Helping you feel confident and secure about your future is at the heart of what we do.”

WHAT WE DO.

At Lighthouse Financial Strategies we spend pretty much all day, every day, answering the two fundamental questions that every client and prospective client has of our industry: “Will I make it?” and “Do I have any financial blind spots?”

What we have found over the past 20 years of dealing with these two questions is that the vast majority of people that we speak to haven’t even defined “it”!

The first thing we do is sit down with you and define everything you are trying to accomplish with your wealth. We then take a look at everything you are doing financially to determine whether what you want to happen actually has a chance of occurring. If we find that’s the case, then we pat you on the back and say congratulations. If we find out that is not the case, we point out the specific challenges and give you specific recommendations to help you get back on track.

Once we have addressed question number one, we move on to question number two: “Do I have any financial blind spots?” At this stage,we determine if there is anything that you have overlooked that could do harm to yourself, your family or your business. If we uncover something, we bring it to your attention and again provide a rational solution to mitigate the risk.

At the conclusion of this in depth process, you not only have a comprehensive wealth management strategy in place, but you put to rest the only two questions that have ever kept you up at night: “Will I make it?” and “Do I have any financial blind spots?”

Time and again, clients tell us how great they feel when these two questions are answered and the course before them is clear and their goals are well-defined.

That’s what we do. We help investors get to their financial destinations, lighting the path along the way, and keeping them on course. To make that happen, we utilize a detailed yet straight forward process.

“We start with what’s important to you and why?”

Our Financial Navigator Process is our planning process designed to help our clients make wise financial decisions with absolute clarity and confidence.

Many professionals have confidence and professional capacity below the Horizon and that’s where they spend most of their time. At Lighthouse Financial Strategies, we’ve discovered that the highest likelihood of making a Wise Choice regarding any fundamental decision is driven by more time spent above the Horizon clarifying what it is you’re trying to accomplish and why.

One of the qualities that differentiate our firm is that we have tremendous capacity for working above the Horizon.

There are many advisory firms who will want to solve problems and deploy solutions. And while that is important, doing so can be a grave error if it’s not done from the right perspective.

“Guiding you through today and tomorrow with confidence & clarity.”

That’s why we start with a very thorough Discovery Phase so that there really is absolute clarity. From that clarity, the right decisions can be taken. By focusing a significant amount of time “above the planning horizon”, we discover the valuable “whys” of planning (Vision, Values and Goals) before dropping “below the line” with the “hows” (Strategies, Tactics, Products and Tools).

In the 1st Quadrant, we want you to Reflect, Imagine and Find Clarity. Then, we can move to the 2nd Quadrant where we’ll Prioritize and Create a Plan of Action. In the 3rd Quadrant we’ll Act on that Plan. That Implementation should lead to the Results we desire. And in the 4th Quadrant, we’ll Manage the Results and tune accordingly. Management of those Results will lead to the Confidence you desire. Confidence in the decisions your making and confidence in your overall plan.

While none of these steps are especially complex, the power lies in the sequencing and rigor that is brought to each step. Our clients have come to count on us to ask the questions no one else is asking. The results then speak for themselves.

“When your vision is clear, your decisions can be easier.”

More than anything, you will benefit from knowing you’re doing the right things, and knowing that your goals are attainable. By organizing your goals and assets around your life, you’ll see the big picture with high-definition clarity. That’s confidence. That’s freedom. That’s the value we bring to our clients.

And it’s an easy process to start – just contact us here.

Then you can evaluate your life’s priorities, and put your finances and investments inline with your values and goals.

This is the way financial services should work: from your perspective, completely and fully on your behalf, without conflict between your best interests and someone else’s.

Our philosophy is clear: to do what is right for our clients, each and every day.

Click here to see the Financial Services & Products we offer.

Use our “Financial Target Wheel” worksheet to see where you stand in the important areas of financial planning. It can help you to set priorities.

HOW WE DO IT

Contact us here, so you can start to feel more confident and secure about your future.