The Millionaire Within
How do you feel about your money? What things would you like to accomplish with your savings? Traditional financial planners, or wealth managers, have the responsibility of looking at all aspects of your life; taking care of your investments, insurances, retirement and estate planning and tax savings. At Arcadia Wealth Management, we like to take things a step further.
We want to know about you. We want to know what makes you happy, sad, what makes you feel safe and what you worry about at night. We want to know how this affects your feelings about money or if you don't really think about your money at all. We see our client's through it all, through their personal ups and downs and everything in between and we've realized this:
Financial decision making has very little to do with money. Financial decision making has to do with your behavior and your emotions.
We help clients to figure out how they are feeling. Once we understand the behavior and the feelings we know we will be in the absolute best position to help and move you forward to achieve your goals. Each client is given personalized attention and advice. We have no one-size-fits-all mold at Arcadia; the dialogue is constant throughout our planner-client relationship as we work diligently to figure out what works best for you during certain periods in your life.