Financial advisors Rick Helbing and Sandy Keir of Suncoast Advisory Group have recently completed the Purpose-Based Planning™ Workshop, a two-day intensive training sponsored by AssetMark, Inc. Also referred to as "financial life planning," purpose-based planning approaches wealth management in the context of a client's overall values and life goals.
"Advisors who adopt a purpose-based planning approach enjoy much deeper relationships with their clients," said Matt Matrisian, SVP and Director of Practice Management for AssetMark. "When an advisor helps a client articulate a clear vision that reflects his or her deeply held values, and creates a financial plan that provides the option of living a more meaningful life, that advisor becomes an irreplaceable partner."
AssetMark's Purpose-Based Planning Workshop features resources from Money Quotient, a non-profit organization and leading provider of research-based financial life planning tools and training for financial professionals. Presentations and exercises focused on topics including:
• Understanding each client’s priorities, concerns, and aspirations;
• Communicating financial advice that aligns with each client’s true values and most cherished goals;
• Crafting client meetings to help clients plan in a meaningful and purposeful way;
• Partnering with clients to define and achieve their financial and life goals.
Helbing and Keir are part of a small, but growing cadre of life-centered financial professionals who are leading the trend to integrate financial planning with life planning.
“Rather than telling our clients how to use their life to make money, we lead them on a journey of using their money to achieve the life they want,” said Keir.
“Completing this intensive workshop will improve and enhance our financial life planning services and coordinate with our behavioral DNA client discovery process to provide a better understanding concerning our clients’ goals and decision-making process,” added Helbing.
Suncoast Advisory Group specializes in financial life planning for doctors, dentists and family-owned businesses. Helbing is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC), and is a member of the Financial Planning Association, Society of Financial Services Professionals, and Medical Group Management Association. He is recognized as one of the 150 top financial advisors in the country for doctors by Medical Economics magazine.
Keir has more than 25 years of experience in the wealth management industry. She is a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), and is Certified in Long-Term Care (CLTC). She focuses on financial life planning for women.
Suncoast Advisory Group’s Sarasota mailing address is 15 Paradise Plaza #354, Sarasota, FL 34239. TeleP: (941) 375-7320. Website: suncoastadvisorygroup.com.
About Suncoast Advisory Group
Established in 1988, Suncoast Advisory Group (suncoastadvisorygroup.com) provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client’s unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning.
About AssetMark, Inc.
AssetMark, Inc. (assetmark.com) is an independent strategic provider of innovative investment and consulting solutions serving financial advisors. AssetMark works in collaboration with independent advisors who make a difference in the lives of their clients.
About Money Quotient
The mission of Money Quotient (moneyquotient.org), a non-profit 501©(3) organization, is to facilitate the exploration and implementation of a values-based, life-centered approach to financial planning.