Life is full of surprises and roadmaps that leads to life changing decisions. Whether starting a business, having a child, getting ready to retire or planning a legacy, it is what we help our clients’ and their family plan for through their lives and generations to come.
We understand that unexpected events and life changes can impact our client's dreams, but with our experience collaboration with our clients, strategic partners and technology, we can monitor, track and plan during life changes along the way.
At Athenian Private Client Group we are a source of knowledge that helps coordinate financial life changes towards bettering our client's financial health. We take the "Human Element" approach with our clients when it comes to customizing their Financial Plan. Our clients are considered part of our family and not treated as an investment transaction. We built our process around a goal that helps our clients and their generational family succeed financially and to help them leave a long lasting legacy.
We start by listening and helping you identify your lifestyle goals, where we will evaluate your financial picture relative to where you are today and to where you want to be in the future. We will than develop and present customized options based on your needs and goals. But we don’t stop there. We will implement the recommendations and monitor your financial situation to ensure you remain on track and to help achieve your financial dreams.
- Earl Nightingale
We take a humanistic approach, taking our clients through our "Human Element" financial planning process that takes a psychological view of their complete financial picture and develop an experience on getting a deeper understanding of what is required to achieve their financial goals.
- Jim Rohn
A picture is worth a thousand words. So it is important to us to start by creating a visual experience that displays your Financial household and uncover what is important to you, what resources will be available both now and in the future. Having an intuitive simplified overview of your financial situation can help us, you and your family make better informed life decisions about your financial planning future.
Our priority is providing an experience full of financial planning options to help take the proper steps in provided for yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand what are the most important financial decisions you would like to accomplish. We want a long-term relationship that encourages open and honest communication which has been the cornerstone of my foundation for success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to provide financial wellness. As you search our site, I encourage you to send a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer or schedule an appointment at https://calendly.com/athenianpcg/15min