Our Approach

O.W.N is a value focused approach to financial planning that prioritizes the alignment of an individual’s financial decisions with their core values, goals, and aspirations. It goes beyond traditional financial planning, which often focuses solely on numerical targets such as retirement savings or investment returns.

In O.W.N , financial planners work closely with clients to understand their values, beliefs, and what truly matters to them. By gaining insight into their clients’ values, planners can tailor financial strategies that not only optimize wealth accumulation but also contribute to a fulfilling and purpose-driven life.

Key aspects of our approach may include:

1. Values Exploration: Financial planners help clients identify and articulate their core values, such as family, community, health, or personal growth.
2. Goal Setting: Based on the client’s values, specific financial goals are established. These goals encompass both financial objectives (e.g., saving for retirement, purchasing a home) and non-financial objectives (e.g., spending more time with family, pursuing a passion).
3. Integration of Values and Goals: The financial plan is designed to reflect the client’s values and support the achievement of their goals. This may involve prioritizing certain goals over others, allocating resources accordingly, and making trade-offs when necessary.
4. Regular Review and Adjustment: As circumstances change and new opportunities arise, the financial plan is periodically reviewed and adjusted to ensure it remains aligned with the client’s evolving values and goals.
5. Holistic Approach: O.W.N takes into account various aspects of a client’s life, including financial, emotional, psychological, and spiritual dimensions. It recognizes that financial well-being is interconnected with overall well-being.

Overall, O.W.N Your Retirement aims to empower individuals to make financial decisions that are not only financially sound but also personally meaningful and fulfilling. By aligning financial strategies with values and goals, clients can pursue a life of purpose and fulfillment while also working toward financial security.