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Reach Your Summit Podcast

3-Bucket Approach to Financial Planning

April 12, 2022 Summit Wealth Group Episode 20
Reach Your Summit Podcast
3-Bucket Approach to Financial Planning
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Reach Your Summit Podcast
3-Bucket Approach to Financial Planning
Apr 12, 2022 Episode 20
Summit Wealth Group

Financial planning can be a very complex subject and even overwhelming at times. Listen to find out how implementing this 3-bucket approach can simplify things for you.
 
3-Bucket Approach Mural: Click Here 

Hosts:
Dave Adams | Senior Wealth Advisor 

Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:

  • Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
  • Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
  • Track the progress they are making toward their financial goals and update them regularly

Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.


 Stephanie Brinkman | Marketing Administrator 

Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. 
 
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

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Show Notes

Financial planning can be a very complex subject and even overwhelming at times. Listen to find out how implementing this 3-bucket approach can simplify things for you.
 
3-Bucket Approach Mural: Click Here 

Hosts:
Dave Adams | Senior Wealth Advisor 

Dave's main goal is to be a trusted behavioral investment counselor for his clients so that they will feel comfortable delegating the day-to-day management of their investable assets to him. He desires to help them embrace a goal-focused and plan-driven investment strategy exclusively designed for them. As an Investment Adviser Representative of Commonwealth Financial Network®, he wants to:

  • Help determine an appropriate strategy for investing that helps each client achieve the things in life that he or she desires so that each can experience more true wealth
  • Encourage clients to delegate the day-to-day management of their investments to him, so they can follow their passions and focus on what's important to them
  • Track the progress they are making toward their financial goals and update them regularly

Dave and his wife were trained several years ago through Larry Burkett's Christian Financial Concepts (now Crown Financial Ministries) to be family budget and debt counselors. For many years, they did this as an avocation, never taking a dime for their services. Dave developed a heart for helping people get their "financial house" in order and decided to become a full-time investment advisor in 1994. He still has the same motivation today that drew him into financial consulting in the first place: "to help clients experience peace and purpose with their finances." He has expanded his planning process to include True Wealth planning. True Wealth planning builds upon the financial planning model, but it adds one additional critical step—helping you pair your assets with your life's purpose. This may sound like a high and mighty ideal, but this is the additional critical step that is so often missing in financial planning.


 Stephanie Brinkman | Marketing Administrator 

Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN. 
 
 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!