Ep 2: Our Financial Planning Process

The Audible Advisor with Spiros Vassilakos

What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?
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

Get Additional Information:
https://theaudibleadvisor.com/

Have questions or want to get your financial plan started? Here's how to contact us:

Website: https://theaudibleadvisor.com/

Phone: [phone]

Email: [e-mail]

Watch the show on YouTube: https://bit.ly/3VmzCUx