During the last year and a half we have enjoyed communicating with you through our blog, and we have given you our perspectives on various topics. Over the next few weeks, we will be using a consistent theme in our posts: Who We Are. This blog series will focus on Master’s Advisors’ foundational principles as well as some insight on our beliefs regarding some of the current topics of the industry. We encourage you to engage with us in this conversation and discover more about Who We Are.
These are exciting times to be a part of Master’s. We are celebrating 21 years of serving our clients and helping them accomplish their financial goals. As we have matured as an organization, we have evolved in the way we communicate who we are, how we deliver our services, and how we care for our clients.
We strive to communicate concisely and clearly what we do and how we do it. We want our clients to come to us because of our unique approach to financial planning. We have three goals when we partner with clients – first, to take the stress out of the financial planning process; second, to simplify their financial lives; and third to address the question, “Will I have enough money to meet my needs through life’s changing circumstances?”
We have recently updated our website to clarify our message. Because our industry can be complicated and intimidating, we have worked to create a site that addresses in understandable terms who we are and the tools we use to execute our clients’ plans. We have found that potential clients want to know about our experience, how we will help them accomplish their goals, and what makes us unique. Life is complicated enough. Building a trusted relationship with a financial advisor should not add to that stress.
In the next few blogs, we are excited to share more with you about Who We Are. We hope you join us for this journey.
