AND THEY TELL QUITE THE STORY. LET’S DIG IN.
YOUR MONEY
DNA type is
AND THEY TELL QUITE THE STORY. LET’S DIG IN.
YOUR MONEY DNA TYPE IS THE COLLECTOR
You’ve got the makings of a bright financial future.
Based on your quiz results, you have a clear advantage over most.
You’re the Planner Who Always Does a Healthy Dose of Research Before Committing to a Plan
There isn’t a time that you swipe your card without considering how that purchase will impact the plans you have for the future.
And let’s face it, your financial future is much more than cash in the bank or shares on the market.
Your financial future is about…
You’ve got the makings of a bright financial future.
Based on your quiz results, you have a clear advantage over most.
You’re the Planner Who Always Does a Healthy Dose of Research Before Committing to a Plan
There isn’t a time that you swipe your card without considering how that purchase will impact the plans you have for the future.
And let’s face it, your financial future is much more than cash in the bank or shares on the market.
Your financial future is about…
Spending the best days with those you love
Enjoying things like travel, hobbies and experiences
Making memories with the people that matter most
Feeling secure and confident in the face of any unexpected events
It’s not about the money you make.
It’s about living with greater purpose.
Something you can achieve when you plan with intention.
The best plans are ones that are tailored to your unique strengths and safeguard you from any inherent weaknesses.
Spending the best days with those you love
Enjoying things like travel, hobbies and experiences
Making memories with the people that matter most
Feeling secure and confident in the face of any unexpected events
It’s not about the money you make. It’s about living with greater purpose.
Something you can achieve when you plan with intention.
The best plans are ones that are tailored to your unique strengths and safeguard you from any inherent weaknesses.
As The Collector, You Know How To Save for What’s Important
So much so that you have a lifetime of consistent savings and spending habits to fall back on. Something that’s given you a solid foundation to build on top of. Rarely do you allow a transaction to take place on impulse.
As the Collector, you know that making money is not the same as managing money. Even if you have a solid foundation, you need solid pillars to build on top of that foundation if you want to achieve generational wealth.
When you sit down to plan (which we know you love to do!), your instinct is to prioritize Retirement Planning and Cash Flow Planning
As The Collector, You Know How To Save for What’s Important
So much so that you have a lifetime of consistent savings and spending habits to fall back on. Something that’s given you a solid foundation to build on top of. Rarely do you allow a transaction to take place on impulse.
As the Collector, you know that making money is not the same as managing money. Even if you have a solid foundation, you need solid pillars to build on top of that foundation if you want to achieve generational wealth.
When you sit down to plan (which we know you love to do!), your instinct is to prioritize Retirement Planning and Cash Flow Planning
Retirement Planning
Retirement is the ultimate dream for many Americans – an opportunity to spend time doing things you love, traveling with your family, and even giving back to your community and the causes that matter most to you.
The reason fewer Americans get to enjoy a long retirement is because they lack a clear plan, one that is focused on the goal and tailored to achieve that goal. A plan that integrates all your retirement assets.
As you focus on Retirement Planning, ask yourself: “Am I on track to retire?”
Cash Flow Planning
This goes back to making money versus managing money. This shows up in the most important purchases you make, like a new car, growing your business, or buying a new property.
Not decisions you make lightly, however, when planned thoroughly with a future-focus, you can raise your overall net worth while reducing your liabilities.
When you know what matters most to you, you can create a plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
BUT THERE’S A FEW THINGS MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING THE FUTURE YOU’VE ENVISIONED.
Retirement Planning
Retirement is the ultimate dream for many Americans – an opportunity to spend time doing things you love, traveling with your family, and even giving back to your community and the causes that matter most to you.
The reason fewer Americans get to enjoy a long retirement is because they lack a clear plan, one that is focused on the goal and tailored to achieve that goal. A plan that integrates all your retirement assets.
As you focus on Retirement Planning, ask yourself: “Am I on track to retire?”
Cash Flow Planning
This goes back to making money versus managing money. This shows up in the most important purchases you make, like a new car, growing your business, or buying a new property.
Not decisions you make lightly, however, when planned thoroughly with a future-focus, you can raise your overall net worth while reducing your liabilities.
When you know what matters most to you, you can create a plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
BUT THERE’S A FEW THINGS MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING THE FUTURE YOU’VE ENVISIONED.
Your Collector nature leaves little room in your financial portfolio for:
Education Planning
The sticker shock of college will catch you off guard. The costs of higher education continue to rise. Many of our clients ask us, “Can I even afford to send my kids to college?” The good news is that you have options. Options that you may not know. If Education Planning is a priority for you, the Avior team works to ensure it is also a priority in your financial plan.
Insurance Planning
You never want to plan for the worst, but a ‘What If’ policy is always good to have. With the right insurance, you can breathe a sigh of relief to know you are covered. Our team takes a proactive approach to make sure you get the coverage you need for your unique situation. The right plan in place will mitigate risks and protect what’s most important.
Tax Planning
Tax efficiency is essential to creating lifelong wealth. From overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. We work with your accountant to implement tax-reducing strategies, including a minimal tax liability strategy. Our goal is to keep more of your hard earned money focused on your purpose.
Estate Planning
Plan with intention. That’s what we are all about and that’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. We want to ensure that your values are passed down. Estate Planning should be carefully constructed with the right people so you are confident your wishes and values are present long after you’re gone.
Business Owner Planning
Growing and exiting a successful business requires careful planning and the help of a trusted team of experts. Your business isn’t a random hobby – it’s what you’ve dedicated your life to. The buck stops with you, but what happens when you stop? Planning for profitable growth AND a profitable exit of your business should be a priority. That’s where we can help.
Your Collector nature leaves little room in your financial portfolio for:
Education Planning
The sticker shock of college will catch you off guard. The costs of higher education continue to rise. Many of our clients ask us, “Can I even afford to send my kids to college?” The good news is that you have options. Options that you may not know. If Education Planning is a priority for you, the Avior team works to ensure it is also a priority in your financial plan.
Insurance Planning
You never want to plan for the worst, but a ‘What If’ policy is always good to have. With the right insurance, you can breathe a sigh of relief to know you are covered. Our team takes a proactive approach to make sure you get the coverage you need for your unique situation. The right plan in place will mitigate risks and protect what’s most important.
Tax Planning
Tax efficiency is essential to creating lifelong wealth. From overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. We work with your accountant to implement tax-reducing strategies, including a minimal tax liability strategy. Our goal is to keep more of your hard earned money focused on your purpose.
Estate Planning
Plan with intention. That’s what we are all about and that’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. We want to ensure that your values are passed down. Estate Planning should be carefully constructed with the right people so you are confident your wishes and values are present long after you’re gone.
Business Owner Planning
Growing and exiting a successful business requires careful planning and the help of a trusted team of experts. Your business isn’t a random hobby – it’s what you’ve dedicated your life to. The buck stops with you, but what happens when you stop? Planning for profitable growth AND a profitable exit of your business should be a priority. That’s where we can help.
If It Came Down to Living with Greater Purpose and Saving for a Rainy Day, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only playing the game you know. You’re avoiding the unknown and missing out on the potential in growing your rainy-day fund beyond your wildest dreams.
At Avior Wealth, it’s our experience that the unknown doesn’t exist. What we present are possibilities and potential to achieve what you want most.
Life is meant to be lived to the fullest. You’ve earned that. Now it’s time to plan with intention to achieve it.
You’re invited to join one of our trusted advisors for a complimentary Wealth Strategy Call. During this call, we work with you to determine the best ways to leverage the strengths of being a Collector and safely explore opportunities in new areas.
Book a complimentary Wealth Strategy Call with our team today:
If It Came Down to Living with Greater Purpose and Saving for a Rainy Day, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only playing the game you know. You’re avoiding the unknown and missing out on the potential in growing your rainy-day fund beyond your wildest dreams.
At Avior Wealth, it’s our experience that the unknown doesn’t exist. What we present are possibilities and potential to achieve what you want most.
Life is meant to be lived to the fullest. You’ve earned that. Now it’s time to plan with intention to achieve it.
You’re invited to join one of our trusted advisors for a complimentary Wealth Strategy Call. During this call, we work with you to determine the best ways to leverage the strengths of being a Collector and safely explore opportunities in new areas.
Book a complimentary Wealth Strategy Call with one of our advisors today:
At Avior, We Help You Create an Intentional Plan that Aligns Your Financial Goals with Your Life’s Purpose
But like many of our clients when they first come to us, perhaps you haven’t had the opportunity to really sit down with someone to define the true purpose behind your money and build a clear plan for the future, leaving you uncertain of what to work toward and how.
Your investments may feel aimless and disconnected from your goals. Perhaps financial planning feels complicated and making decisions about where to invest is overwhelming.
When we get clear on what is truly meaningful to you, decisions become clear, strategy becomes streamlined and more effective, and taking action feels easier and more inspired.
All of our advisors care deeply about getting to know who you are and what you care about. Because we understand that the things we are helping you care for go far beyond your wealth.
Starting with your complimentary Wealth Strategy Call, our team is here to work with you to create your personal financial plans with integrity and excellence.
Take this opportunity to enroll in a complimentary Wealth Strategy Call to get started today.
BOOK YOUR CALL NOW
