A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Steve walks through what it actually feels like to work with a firm like Powerhouse Financial Advisors, from the first conversation to ongoing guidance, so you know what to expect. Every firm can tell you what they do. We’d rather show you. If anything we talked about today sounds like the kind of relationship you’ve been looking for, let’s have a conversation.
Here’s some of what we discuss in this episode:
📝 Personal Approach: Getting to know you first
🛣️ Onboarding Process: Creating a financial roadmap
💬 Communication Style: Multiple ways to stay connected
🔄 Life Changes: Adapting as goals evolve
🏢 Employer Expertise: Specialized planning strategies
🎯 Retirement Transition: Preparing for what’s next
📈 Ongoing Guidance: Support beyond retirement
0:00 – Intro
1:13 – Steve’s Unique Approach
3:12 – Long-Term Relationships
4:43 – The Onboarding Process
6:42 – Key Focus Area
8:00 – Communication
9:58 – Adapting to Life Changes
12:16 – Employer Strategies
Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html
Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg
Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12
Other ways to get in touch:
Phone: (775) 266-8867
Our website: https://powerhousefinancialadvisors.com/
LinkedIn: https://www.linkedin.com/company/powerhouse-financial-advisors/
Facebook: https://www.facebook.com/PowerhouseFinancialAdvisors
