Statera means balance in Latin. With wealth comes responsibility. It’s not our money that makes us happy – it’s what we can do with it. Finding balance means helping our clients determine the most important things in their life, then helping them navigate how they can do those things to a greater degree.
OUR CUBE REPRESENTS all the moving pieces within their financial world. As we “bring it all together,” we strive to give our clients confidence that all of the gaps are filled, allowing them to focus on what is most important.
TRANSPARENCY: Our clients deserve to know the fees they are paying for the services they receive.
COMPASSION: Our clients deserve an Advisor that truly cares about them and the outcome of their lives.
FIDUCIARY: Our clients deserve to have an Advisor that is always looking out for their best interest.
AVAILABILITY: Our clients deserve to have an Advisory Team that is always available to answer their questions.
INDEPENDENCE: Our clients deserve an Advisor that can implement a custom financial plan that is not bound by any one company, product, or strategy.
It’s important that we understand what your past experience has been and the type of Financial Advisor relationship you are looking for before we move forward.
Are you still accumulating wealth or are you in your distribution phase? Do you own a business and require guidance on investment options or employee benefits? Are you conservative or do you take risk? We want to know who you are, what you are planning for, where you are now, and where you want to be in the future.
We start designing a plan around our discovery meeting. One of the most difficult decisions to make is to go with your emotions, or to go with the math. It’s at times like these that building a quantifiable plan helps you make decisions that can satisfy both. When we design plans, it’s often necessary to build in multiple scenarios under different circumstances, giving you the confidence that you need to make these life-long decisions.
After we have created the plan and you are ready to move forward, we look at the universe of products to help determine which products and services will help fulfill the plan most appropriately.
All of your strategies are executed and continually monitored with your customized website which provides you with a single access point to your financial world.
Through your personal financial portal you will have the ability to aggregate all of the important data within your financial world and access a consolidated, real-time financial snapshot from anywhere at any time.
Our financial planning system will help to give you a better understanding of where you are today, what it might take to get you to tomorrow, and where you may be able to expand your financial plan.
This portal gives you the power to view and monitor accounts and asset allocations, download and print reports, create budgets, and even alert you of the financial factors that may impact your ability to achieve your goals.
In addition, you will be able to view calculators that show the possible outcome of changes to your plan based on items such as age, short-term and long-term goal funding, savings goals and alterations to your asset allocations.