New Age of Financial Advice

by equity design

Do you know where you want to go, financially speaking? Do you know if your choices are congruent with the path to get there?

We are living in an age where information is so readily available, yet our lifestyles often necessitate an attention deficit, sound bite means of gleaning information. When it comes to our finances, though, too many of the financial choices we have are facilitated through segregated specialized fields that do not communicate directly between each other – We need banking services, insurance and asset management, but where do we draw our lines, who do we allow to do what? Many of us own real estate and in doing so, we cross the professional boundaries of realtors, mortgage professionals, title/legal, insurance, taxes, and financial planning (asset growth, cash flow management), etc.

Our desire within the Equity Design model is to help you ask the right questions and to make the necessary connections between specializations. We strive to expand professionally as financial generalists as well as grow deep as specialists in mortgage planning and financial coaches – helping you life healthy and congruent in the areas of cash flow management, debt reduction and long term financial health. We do this, however, within a framework committed to helping you live an examined and engaged life connected to community, recognizing that financial health and holistic community wealth require attention to our individual resources and actions as well as engaging the systems, institutions and organizations that affect our communities.

About this entry

You’re currently reading “New Age of Financial Advice,” an entry on Equity Design.

Author:
equity design
Published:
1pm on 04/22/08
Category:
Community Wealth, Financial Health

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