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 NURTURER
You’ve got the makings of a bright financial future.
Based on your quiz results, you have a clear advantage over most.
You’re a Heartfelt Provider Who is Always Looking to Care for and Do Good for Others
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 a Heartfelt Provider Who is Always Looking to Care for and Do Good for Others.
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…
Prioritizing a secure and stable future for your loved ones. From fully funded college educations, down payments for your children’s first homes, or even a significant inheritance.
Contribute significantly to charities, establish scholarships, or even start your own foundation to make a meaningful, long-term impact.
Investing in experiences that enrich the lives of your loved ones—be it a memorable family vacation, cultural and educational experiences, or just the freedom to celebrate life's milestones in a special way.
Transferring wealth across generations in a way that aligns with their values and benefits their descendants for years to come.
The money you make is just part of the story.
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.
Prioritizing a secure and stable future for your loved ones. From fully funded college educations, down payments for your children’s first homes, or even a significant inheritance.
Contribute significantly to charities, establish scholarships, or even start your own foundation to make a meaningful, long-term impact.
Investing in experiences that enrich the lives of your loved ones—be it a memorable family vacation, cultural and educational experiences, or just the freedom to celebrate life's milestones in a special way.
Transferring wealth across generations in a way that aligns with their values and benefits their descendants for years to come.
The money you make is just part of the story. 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 A Nurturer, you know that it’s not about the money spent, but the memories made
Being a Nurturer means you often put others before yourself, and it's this very instinct that endears you to those around you. You're known for making decisions that have long-lasting impact, not just for you, but for those you care about. This sense of foresight is something that many admire, making you an inspiring role model within your community.
As a Nurturer, you understand that the drive to provide for others comes with its own set of challenges, often leading to spreading your resources too thin or making emotionally-driven financial decisions. This can sometimes hold you back from the most lucrative opportunities for yourself and your loved ones.
However, your nurturing instincts rarely lead you astray. When combined with a balanced and comprehensive financial plan, you have the ability to create a lasting legacy for generations to come.
When it comes to safeguarding your family’s future, you naturally gravitate toward Estate Planning, Education Planning, and Insurance Planning as your top financial priorities.
As A Nurturer, you know that it’s not about the money spent, but the memories made.
Being a Nurturer means you often put others before yourself, and it's this very instinct that endears you to those around you. You're known for making decisions that have long-lasting impact, not just for you, but for those you care about. This sense of foresight is something that many admire, making you an inspiring role model within your community.
As a Nurturer, you understand that the drive to provide for others comes with its own set of challenges, often leading to spreading your resources too thin or making emotionally-driven financial decisions. This can sometimes hold you back from the most lucrative opportunities for yourself and your loved ones.
However, your nurturing instincts rarely lead you astray. When combined with a balanced and comprehensive financial plan, you have the ability to create a lasting legacy for generations to come.
When it comes to safeguarding your family’s future, you naturally gravitate toward Estate Planning, Education Planning, and Insurance Planning as your top financial priorities.
Estate Planning
Plan with intention. That’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. This is about passing down your values.
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.
Education Planning
As the cost of higher education continues to rise, the sticker shock of college will catch you off guard.
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 don’t always present themselves and require a bit of creativity to find.
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.
A proactive approach to Insurance Planning ensures you have proper coverage for your unique situation. The right plan will protect what’s most important.
BUT THERE’S A FEW THINGS IN YOUR PLAN THAT ARE MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING ALL THE WORK YOU’VE DONE SO FAR.
Estate Planning
Plan with intention. That’s what Estate Planning is all about. It’s more than knowing where your money will go after you're gone. This is about passing down your values.
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.
Education Planning
As the cost of higher education continues to rise, the sticker shock of college will catch you off guard.
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 don’t always present themselves and require a bit of creativity to find.
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.
A proactive approach to Insurance Planning ensures you have proper coverage for your unique situation. The right plan will protect what’s most important.
BUT THERE’S A FEW THINGS IN YOUR PLAN THAT ARE MISSING, AND LEFT UNTOUCHED, YOU’RE LEAVING MONEY ON THE TABLE AND RISKING ALL THE WORK YOU’VE DONE SO FAR.
Your Nurturer tendency may not leave enough room in your financial portfolio to factor in the following:
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 integrates all your retirement assets.
Cash Flow Planning
When you know what matters most to you, you can create a financial plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
Your big purchase decisions, like a new car, growing your business, or buying a new property, can be made with calculated confidence instead of impulsively when you have the right plan.
Business Owner Planning
Owning a business isn’t a random hobby – it’s a lifetime of hard work, dedication and always putting the needs of the business above your own.
Being the boss means 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.
Your business is your legacy.
Tax Planning
Overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. Tax efficiency is essential to creating lifelong wealth.
Working with a team of experts to identify and implement tax-reducing strategies that are unique to your portfolio should be a priority.
Minimizing your tax liability is how you’ll keep more of your hard earned money in your pocket.
Your Nurturer tendency may not leave enough room in your financial portfolio to factor in the following:
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 integrates all your retirement assets.
Cash Flow Planning
When you know what matters most to you, you can create a financial plan that decreases debt, frees up cash flow and ultimately achieves what’s most important to you.
Your big purchase decisions, like a new car, growing your business, or buying a new property, can be made with calculated confidence instead of impulsively when you have the right plan.
Business Owner Planning
Owning a business isn’t a random hobby – it’s a lifetime of hard work, dedication and always putting the needs of the business above your own.
Being the boss means 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.
Your business is your legacy.
Tax Planning
Overpaying to oversights, there are critical pieces in your tax plan that impact your financial future. Tax efficiency is essential to creating lifelong wealth.
Working with a team of experts to identify and implement tax-reducing strategies that are unique to your portfolio should be a priority.
Minimizing your tax liability is how you’ll keep more of your hard earned money in your pocket.
If It Came Down to Living with Greater Purpose and Staying in Your Comfort Zone, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only saving for what you know and bypassing the details with hidden gems you should be capitalizing on.
At Avior Wealth, it’s our experience that the details are where the most savings and earnings can be found. What we present are possibilities and potential to achieve what you want most, without leaving anything out.
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 Staying in Your Comfort Zone, Which Would You Choose?
Because if you ignore the other wealth pillars, then you’re only saving for what you know and bypassing the details with hidden gems you should be capitalizing on.
At Avior Wealth, it’s our experience that the details are where the most savings and earnings can be found. What we present are possibilities and potential to achieve what you want most, without leaving anything out.
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
