Jack Joseph Lambie

What do you want?”    “Why do you want it?”    “How are you going to get there?”

A big misconception is that if you help someone accumulate a large amount of wealth – they will be happy. In our industry, it is all too common to think that the end game for everyone is to have a beautiful balance sheet. However, we have found that having an immense amount of wealth hardly means anything if you do not know what to do with that money or why you want to accumulate wealth in the first place.

Our financial planning strategy not only takes into consideration accumulation, but what you want out of life and what financial independence means to you. To do this, we utilize a three-step process:

• Step 1 is a data-gathering conversation. However, the information we collect is not solely logical. The majority of what we need hear about you is emotional. To successfully be financial advocates for you, we need to know what your relationship with money is and what your concerns around finances look like.
• Step 2 will be when we show you how you are currently tracking for financial independence, where the pitfalls are, and develop strategy together to mitigate those shortcomings.
• Step 3 is where we develop a personal relationship with one another that includes us getting together a minimum of 1-2 times a year to review the plan. We take a lot of pride in showing our clients that there is light at the end of the tunnel as they continuously get closer and closer to financial independence.

Our process allows our clients to not only be financially stable in any type of market and economic condition, but also allows them to live life on their own terms and understand what is possible for them and their families.

I look forward to sitting down with you!

-Jack Lambie