Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®’s Post

Ellevate Advisors is a fee-only RIA that solely works with advisors and their families on their personal financial plans. 👏 But what makes our process different, to best support advisors specifically? 🤔 🧩 Complex Financial Planning: Many advisors are entrepreneurs with multiple businesses. Using eMoney, we do advanced financial planning for multiple complex scenarios that advisors face. We understand you hired us for another set of eyes on your financial plan, and we rise to the challenge! 👀 Objective, Generational Perspective: As a third-generation CFP® , I understand the specific needs and challenges you face as advisors throughout your careers. We connect you to industry-specific resources and professionals along the way to help you succeed! 🤝 Encouragement, Organization & Accountability: Advisors often juggle their personal lives with managing work for clients. Providing some organization and accountability is exactly what advisors need to feel confident in their finances again! 💫 Values-based Financial Planning: Often, advisors put their clients before themselves. It's the nature of the work! Our values-based process offers thought-provoking questions and exercises throughout the entire relationship to help you connect with what truly matters to you. Bonus, when you are happier, it reflects in the work you do for clients! 💞Support for Couples: When one or both partners are money experts, it can actually put MORE strain on a relationship. We ensure both partners are represented in the plan and facilitate healthy financial discussions. For dual-career couples, we provide resources to consider each of your career tracks in your financial plan. 🛣️Exit Planning Expertise: Since we also provide Exit Planning services specific to advisors, we understand your Succession, Continuity, and M&A needs. We know the right questions to ask as you consider a business transition and how to build a financial plan that aligns with long-term life and business goals! 🔥We're passionate about advisors and their families: It may sound cheesy, but it's true. Our firm is driven to help financial planners and their families thrive the way they help their own clients thrive! We are committed to helping advisors practice what they preach and get the support they truly deserve! If you’re an advisor considering outsourcing your financial plan, let’s chat over Zoom! We’re excited to support you in achieving your unique goals and dreams. 🚀🌟 #FinancialPlanning for #Advisors

Meet the Outstanding Team at Evolution Financial Planning! At Evolution Financial Planning, our team is not just a group of professionals; we are a collective force dedicated to transforming your financial dreams into reality. Led by the visionary Founder and CEO, Rebecca Robertson, our team boasts a diverse set of skills and experiences that set us apart in the world of financial planning. Rebecca Robertson - Founder and CEO: With over 22 years of experience, Rebecca is a passionate advocate for empowering women, entrepreneurs, and families. Her commitment to meaningful conversations and personalized financial plans is the driving force behind Evolution Financial Planning. Jennie Delelis CeMAP - Financial Planner, Mortgage/Protection Adviser: Jennie brings a wealth of expertise, collaborating with the team for over 7 years. Her dedication to helping families, women, and businesses plan for their future is evident in her top-rated service. Katie Mansey - Client Relationship Manager: Katie is the heart of our client relationships, ensuring each interaction is meaningful and tailored to your specific needs. Her commitment to clear communication and building lasting connections defines our client-focused approach. Becky Bosman - Administrator: Behind the scenes, Becky ensures the smooth operation of our business. From diary management to accounts, she plays a pivotal role in allowing the entire team to prioritize you, our valued customers. Why Choose Evolution Financial Planning? Our team is more than just financial advisors; we are caring partners, dedicated to your financial well-being. Whether you're a business owner, a family, or an individual seeking unbiased advice, our collective expertise covers a spectrum of financial needs. We believe in transparency, communication, and empowering you to make informed decisions. We look forward to welcoming you to Evolution Financial Planning - #FinancialPlanning #Empowerment #EvolutionTeam #ClientFocused

🌟 Client Success Story: Real Financial Planning in Action 🌟 At Atlantic Wealth Management, we pride ourselves on delivering more than just financial advice—we provide peace of mind, clarity, and the freedom to live life on your terms. Here’s what one of our valued clients recently shared about their experience working with us: "In our time working alongside Niall the advice, service and support we have always been given has consistently been trustworthy and first class. We can unreservedly say that he has saved us tax, time, and worry & given us clarity and peace of mind around our financial planning needs & priorities. Niall’s in-depth knowledge and understanding of the bigger picture & important things in life has enabled us to think and act strategically both in our personal and business lives. Our relationship is less about the financials and more about the important milestones in life and helping us plan accordingly. Niall’s personal yet professional approach gives us reassurance. As such we would strongly recommend you engage Niall and Atlantic Wealth Mgmt. for trusted expert financial planning & wealth advice. You won’t be disappointed." Trina & Martin Donohue Directors, St. Attractas’ Nursing Home This testimonial reflects the core of what we do: personalised, human-centered financial planning. Our approach is built on nearly 30 years of experience, working with a select group of successful business owners and entrepreneurs. By focusing on real financial planning, we empower our clients to make work optional and enjoy the freedom to do what they want, when they want, with whom they want. We’re not just about balance sheets—we’re about making memories, living fully, and helping you craft the life you’ve always envisioned. If you’re ready to start building your financial future with a trusted team that truly listens, let’s connect. Send me a message or visit our website today. The best time to plan your future was yesterday; the second best time is now. ____________________ #WealthManagement #FinancialPlanning #BusinessOwners #Entrepreneurs #FinancialFreedom #LifePlanning #ClientSuccess #AtlanticWealth #FinancialGoals #WorkOptional #LegacyBuilding #LiveFully

🌟 What is Financial Planning and Why Should You Consider a Financial Advisor? 🌟 In the ever-evolving financial landscape, the term "financial planning" often takes center stage. But what exactly does it entail, and why is it so crucial to have a financial advisor guiding you along the way? 🔍 Understanding Financial Planning: Financial planning is a comprehensive process that involves evaluating your current financial situation, setting future financial goals, and crafting a roadmap to achieve those objectives. It’s not just about managing your money; it’s about making meaningful, informed decisions that align with your life ambitions and current circumstances. 💡 The Importance of Financial Planning: 1. Clarity and Direction: By setting clear financial goals and creating a structured plan, you gain a precise understanding of where you stand financially and where you want to go. 2. Risk Management: Proper planning helps identify potential risks and allows you to develop strategies to mitigate them, ensuring your financial security. 3. Wealth Building: A well-thought-out plan can maximize your savings and investments, paving the way for wealth accumulation over time. 4. Peace of Mind: Knowing you have a robust plan in place provides confidence and reduces stress, enabling you to focus on your personal and professional growth. 👥 Why You Should Consider a Financial Advisor: While the concept of financial planning is straightforward, implementing it can be a complex process requiring expertise, experience, and continuous monitoring. Here’s where a financial advisor comes into play: 1. Expert Guidance: Financial advisors bring specialized knowledge and insights that can help you navigate the intricacies of financial markets, tax laws, and investment strategies. 2. Personalized Advice: They offer tailored advice that aligns with your unique financial situation, goals, and risk tolerance. 3. Accountability and Discipline: An advisor ensures you stay on track with your financial plan, encouraging consistent saving and investment habits. 4. Holistic Approach: They consider all aspects of your financial life, from retirement planning to estate management, ensuring every element works in harmony towards your objectives. Developing a relationship with a financial advisor is for anyone who wants to take charge of their financial future. With this type of partnership in place, you can elevate your financial strategy, providing you with the expertise and confidence needed to make informed decisions. #FinancialPlanning #WealthManagement #FinancialAdvisor #InvestmentStrategy #FinancialGoals #PlanningForTheFuture #PeaceOfMind #ExpertAdvice

Why Your Financial Advisor Matters More Than the Service Provider When it comes to financial planning, many people focus on the service provider their policies are with. While the reputation and stability of a company are important, the most critical factor in your financial journey is actually your advisor. Here’s why: Personalized Advice: A great financial advisor takes the time to understand your unique situation, goals, and dreams. They tailor their advice specifically to you, rather than offering one-size-fits-all solutions. Ongoing Support: Financial planning isn’t a one-time event; it’s a continuous journey. A dedicated advisor provides ongoing support and adjustments to your plan as your life circumstances change. Advocacy: Your advisor advocates for you, ensuring that you get the best possible outcomes from your policies. They navigate the complexities on your behalf, saving you time and stress. Holistic Approach: Unlike a company that might focus on selling specific products, a good advisor looks at your entire financial picture. They offer comprehensive strategies that encompass all aspects of your financial health. Trust and Relationship: Building a relationship with a trusted advisor creates a foundation of trust. Knowing you have someone in your corner who genuinely cares about your financial well-being is invaluable. Remember, while the policies and products are important, the real value comes from the expertise, dedication, and personalized service of your advisor. Choose wisely! Reach out to have an obligation free financial planning session! #Gereau_Einbeck 0814400727

Why Your Financial Advisor Matters More Than the Service Provider When it comes to financial planning, many people focus on the service provider their policies are with. While the reputation and stability of a company are important, the most critical factor in your financial journey is actually your advisor. Here’s why: Personalized Advice: A great financial advisor takes the time to understand your unique situation, goals, and dreams. They tailor their advice specifically to you, rather than offering one-size-fits-all solutions. Ongoing Support: Financial planning isn’t a one-time event; it’s a continuous journey. A dedicated advisor provides ongoing support and adjustments to your plan as your life circumstances change. Advocacy: Your advisor advocates for you, ensuring that you get the best possible outcomes from your policies. They navigate the complexities on your behalf, saving you time and stress. Holistic Approach: Unlike a company that might focus on selling specific products, a good advisor looks at your entire financial picture. They offer comprehensive strategies that encompass all aspects of your financial health. Trust and Relationship: Building a relationship with a trusted advisor creates a foundation of trust. Knowing you have someone in your corner who genuinely cares about your financial well-being is invaluable. Remember, while the policies and products are important, the real value comes from the expertise, dedication, and personalized service of your advisor. Choose wisely! Reach out to have an obligation free financial planning session! [email protected] 078 572 3661 #FinancialPlanning #FinancialAdvisor #InvestSmart #Trust #PersonalFinance

🚀 Mastering Big Money Management: Why Financial Planning is Your Secret Weapon! 💰✨ Managing substantial wealth? 🌟 For busy professionals and ambitious individuals, smart financial planning is your ultimate tool for success. Here’s why financial planning is crucial and how you can harness it to achieve your goals: 1. Set Exciting Goals! 🎯 Define your objectives—whether it’s growing your wealth, securing a steady income, or leaving a lasting legacy. Clear, compelling goals make your financial journey engaging and purposeful! 2. Diversify Like a Pro! 🌍 Spread your investments across stocks, bonds, real estate, and more. Diversification shields you from risk and paves the way for consistent returns! 3. Maximize Tax Efficiency! 💡 Utilize tax-advantaged accounts, optimize withdrawals, and implement smart tax-saving strategies. Keep more of your earnings working for you! 4. Plan Your Legacy! 🏡 Craft wills, trusts, and gifting plans to ensure your assets benefit your loved ones as you intend. Secure your legacy with confidence and ease! 5. Manage Risks Wisely! ⚠️ Protect your wealth with comprehensive insurance, an emergency fund, and legal safeguards. Be prepared for life’s uncertainties and safeguard your assets! 6. Optimize Cash Flow! 💸 Monitor income and expenses, manage debt wisely, and ensure liquidity. Keep your finances in top shape and support your long-term strategy! 7. Partner with Experts! 🤝 Collaborate with financial advisors, tax professionals, and estate planners to tailor strategies to your unique needs. Access exclusive opportunities and expert insights! Ready to transform your financial future? Embrace strategic planning and watch your wealth thrive! 🌟🔝💸 Let’s make financial success not just a goal but an exciting journey! 💥💡 #FinancialPlanning #WealthManagement #Investing #BigMoney #FinancialSuccess #TaxEfficiency #Diversification #EstatePlanning #CashFlowManagement #RiskManagement #FinancialAdvisor #InvestmentStrategy #MoneyManagement #ProfessionalFinance #WealthBuilding #FinancialFreedom #MoneyMatters #SmartInvesting #FinancialGoals #PersonalFinance #InvestmentTips #LinkedInFinance #CareerGrowth #ProfessionalSuccess

Crafting a robust vision with financial planning is akin to charting a map for a grand voyage—it requires a vision and quality execution thereof. The key to unlocking this potential lies in several foundational pillars: 🔑 ▪️Clear Objectives: Start with a vivid picture of your destination. What are your financial goals? Whether it's achieving financial independence, securing a comfortable retirement, or leaving a legacy, having clear, measurable objectives sets the stage for all subsequent planning. ▪️Strategic Planning: Financial planning is not a one-time activity but a continuous process of strategizing and adapting. It involves creating a personalized plan that aligns with your goals, risk tolerance, and investment horizon. This strategy should encompass savings, investments, tax planning, and risk management. ▪️Adaptability: The financial world is dynamic, influenced by economic shifts, market fluctuations, and personal life changes. A good vision embraces flexibility, allowing for adjustments to the plan as circumstances evolve. ▪️Professional Guidance: While self-education is vital, consulting with financial professionals can provide tailored advice, innovative solutions, and an external perspective to challenge your assumptions and confirm your strategies. ▪️Mindset and Discipline: A successful financial vision requires a disciplined approach to saving, investing, and spending. It's also about cultivating a positive, growth-oriented mindset that sees beyond immediate gratifications to long-term benefits. Contact @principlesfinancialconsultants and let us guide you on your way to financial success. 🚀 Riana Slabber t. 082 455 5310 e. [email protected] Herme Slabber e. [email protected] t. 083 633 5954 Switchboard t.010 446 8033 #consulting #financialconsultants #homeprotection #householdInsurance #principlesfinancialconsulting #healthcareconsulting #futureplanning #consulting

Once upon a time there was… There was a financial adviser who was stuck flogging products to clients. He was unfulfilled and bored. 😴 Every day… He questioned the value he was adding to his clients. He felt that there much be something more to it then this. Something beyond talking about investment returns or markets. He felt lost. 🤦♂️ Until one day… He came across lifestyle financial planning. Where the focus was on helping clients use their money to live a great life. He realised that this was the true purpose of financial planning. 😀 Because of that… He started reading all he could from experts in this field. Hone his listening skills so he could truely understand what is important to them and their lives. He started delivering financial planning to clients within the firm he was in. 👍 Because of that… He knew that this was the approach he needed to take with clients, but he still felt constrained in his role. He wanted to deliver it in an informal and relaxed manner for his clients. To work with clients in their 40s who he could really help create a great life for and deliver transformational financial planning. 🤔 Until finally… He took the plunge and set up his own business. Calling it Work to Live to project his own beliefs that money is just the fuel and that it should use it to love a great life. 🎉🎉🎉 He loves the impact that this approach can have with clients. Going beyond just building a their wealth but also helping me them live a great life. He now calls himself a financial planner and took a coaching qualification to further enhance his listening skills. To create a thinking environment for clients to get clear on what matters to them. Helping them see the big picture and have a clear vision for the future. He now goes well beyond just flogging products to clients and is fulfilled knowing he adds really value to his clients. 💪💪 Not your typical IFA. Wealth beyond numbers

Financial advisors are inundated with "thought leaders" targeting them with articles and ideas about how they need to be doing business in a certain way...usually from marketing people rather than other successful financial advisors. I just read an article with this title: "Aligning Values With Money Isn’t Your Job" It caught my attention because our Quality of Life Planning® is all about helping our clients align their financial puzzle pieces with their values, priorities, motivations and goals! So why the difference in perspective??? * He is a marketing person and not an advisor. * He is talking about selling investments and not financial planning and advice....happens all the time in our industry. * His target market are advisors...not clients. We are the exact opposite of him. We are the exact opposite of most in the financial services world! He actually wrote this about changing values over a lifetime: "Aligning a financial plan with a client’s values at a single time may not hold in the future, requiring constant reassessment and adjustment." YES...exactly! That is why financial planning and advice shifts over a lifetime based on life changes leading to a natural evolution of values, priorities, motivations, and goals. He views financial planning as a single point in time. That's how a sales approach usually works. We view planning as a process...a path...a journey. We walk along with our clients on that path and try to help improve the probability of reaching their destination. That destination routinely changes over time and course corrections need to be made. That is when challenging decisions need to be considered and when our perspective can be most valuable. There is SO much noise out in the world today. There is endless information...and opinions. It is becoming harder and harder to know who to trust. That is ultimately why our group advisory approach is so valuable and why it works so well!