What’s In a Name?
Welcome to Money Architect Financial Planning, a new financial planning practice that will join with you, whatever your stage in life, in order to take you from a place of uncertainty and discontent to confidence and contentment.
Why Money Architect?
Money is a shorthand way of referring to everything about your life that has to do with finances. If you hear someone talk about money, a wide variety of ideas may come to mind. In the world of financial planning, though, we will talk more about things like your degree of wealth or net worth, your income and expenses or cash flow, and other such measures of how money accumulates or is spent.
Architect is a way to point out that you will receive a plan that is designed just for you. In architecture, we can think of a home as a kind of tool for living, tailored specifically for the benefit of the inhabitants. Whether an architect or a financial planner, this means that the designer must have a thorough understanding of the client’s wants and needs before embarking on the design.
Money Architect as a name lets you know that your financial plan will examine everything about your life that has to do with finances, resulting in a plan that is designed just for you. We will talk about the ways in which you have used money in the past, are using money now, and intend to use money in order to reach your goals. We will also look at those goals and decide whether they make sense or need to be modified. We will then work on designing a plan that will help you achieve your goals. A financial plan is not just something you do, ticking off some boxes along the way; a financial plan is something you inhabit, like a well-designed house.
What does the Money Architect logo mean?
Green has often been a colour associated with money. When I worked as an investment representative, I used a professional quotation tool that showed the prices of various stocks streaming onto our computer screens from the exchanges. If a stock ticked down in price, the number would turn red. If the stock ticked up, the number would turn green. I therefore think of green as a financially positive colour.
The three roof peaks convey the architectural element and also provide a convenient way to show the initials of Money Architect. The first two peaks reflect the M in Money, while the last peak, with the window in it, makes the A in Architect distinguishable from the other two peaks.
The overall goal of Money Architect Financial Planning is to review your life situation in all its varied ways, leading to the development and implementation a plan that will allow you to move from unease and uncertainty to a sense of comfort and contentment. Allow me to partner with you on that journey.
Disclaimer: This blog post is intended for general information and discussion purposes only. It should not be relied upon for investment, insurance, accounting or legal decisions.
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