Advice for Life
Holistic Approach to Life Planning
matter where you are in life -- just getting started
or planning for retirement -- you have goals and dreams.
you envision the rest of your life might involve family
members, adventurous travel or passions you postponed
to pursue a career or raise a family. Maybe you're
already living the life of your dreams, but thinking
about your legacy.
for Life is a process -- a journey, really
-- that you and Cottrill Arbutina Financial
Services, as your financial guide, will undertake
together. By helping you articulate your aspirations,
we are better able to understand where you are now
and develop a road map to help you get there. Whatever
your hopes for the future, the only way to achieve
the vision of how you'll spend the years ahead is
to commit to a plan that can take you there.
it doesn't stop there. Advice for Life is an ongoing
process. Over the course of your lifetime, your dreams,
goals and circumstances can change. Through life's
ups and downs, Cottrill Arbutina will be there to
provide guidance, monitor your progress and help keep
your plan in sync with your dreams.
- Before we get down to crunching numbers, we'll talk
about the things that are most important to you --
family, community, pasttimes, church. We'll ask a
lot of questions about what you're really thinking,
feeling, worrided about; your experiences with money;
and what you've accomplished so far. Together we'll
figure out where you are now.
- Based on what we discuss in the discovery phase,
Cottrill Arbutina will assess your personal situation,
gauge where you are now relative to your life goals
and priorities, and consider what gaps exist. We will
weigh the financial implications of each goal we discuss
and construct the framework for a plan that supports
- A benefit of holistic planning is that it provides
a comprehensive view of all areas of your financial
life. During this phase, Cottrill Arbutina will recommend
specific solutions to help match each of your goals.
This is where we implement your customized plan.
- Just when you make plans, life happens -- and events
large or small can change everything. The monitoring
stage incorporates tracking systems to keep your plan
on target. We'll help you plan for the unexpected,
anticipate change and adjust your plans over time,
Advice for Life approach recognizes that we're all
on a special journey – and that each of us requires
a road map to help us get to where we want to be.
This disciplined planning process has helped other
clients eliminate debt, better understand the financial
decisions that support their situation and improve
family communication regarding money issues.
Arbutina believes that adopting a holistic planning
approach that focuses first on your life goals and
aspirations may improve the chances of achieving the
future that you envision.