What makes our neurodiverse financial planning services different?
We are interested in more than just your retirement assets and how much money you have in the bank. We’re independent financial advisors, and that means we aren’t here to sell you anything, only to help you build the future you want. Everyone in our office does a different thing but we all work together. Whether you need a full financial plan explained in detail, a review of your career, life, or financial goals, a review of your health or life insurance options, or need help with addressing debt, we are here and are ready to help you strive for your best life.
As certified neurodiversity financial planners, people often think that we just want to know your finances and not you. That couldn’t be further from the truth! Here at Planning Across the Spectrum, we know how vital it is to truly know our clients, otherwise, we wouldn’t understand why the things going on in their lives are important to them and how we can help by making smart financial decisions. Though it definitely helps that we also greatly enjoy getting to know our clients. Reaching one’s goals in life isn’t only about striving for them, but also about goal development and commitment to goals. At Planning Across the Spectrum, we don’t need to know what’s next in your life, because we know sometimes even you don’t know. We’re here for every step of this process, from figuring out what you want out of life, to getting it, to keeping it. We’ll help you build the bigger picture of your life, and that’s something we can only develop together as we get to know you. In truth, this is something every good financial planner knows. This makes us different from simply an investment advisor or insurance agent, but it’s not what makes us truly unique.