Our Financial Planning Process
Spiros Vassilakos · CEO & Private Wealth Advisor
A lot of clients come to us with a focus on four elements: family, career, lifestyle, and money. Our goal is to always help you reach those aspirations through a financial plan that reflects those dreams.
It’s always our hope you feel part of our family, we never want you to think of financial planning as a transaction. Education is one of our most important values. We want our clients to understand their plans and to have confidence in their financial future. On today’s episode, we’ll discuss our planning philosophy and process at Athenian Private Client Group.
What We Discuss Today:
- 1:30
- Focusing on the four elements
- 3:13
- What is our philosophy?
- 4:49
- What is your ‘why’?
- 5:53
- Spiros’ goal as an advisor
- 7:58
- What is the ‘how’?
- 9:12
- Financial virtues profile
- 11:37
- The first thing we do
- 12:05
- Behavioral finance side
Quotable Moment:
“The goal is to always help our clients pursue their dreams and aspirations. Especially when it comes to their family, business, career…” – Spiros Vassilakos”
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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