Our Approach
How We’re Different
At Connections Financial Advisors we take the approach that you deserve high quality financial advice AND a comfortable, empowering experience. How we work and why we work the way we do creates a unique client experience.
How We Work
Our work starts with our commitment to be your most trusted advisor. We give you our personal and undivided attention as we get to know you, your financial situation, and your goals and aspirations. This process begins with listening—in an open, forthright, two-way conversation.
If you are unsure of your financial goals, we help you better define them.
Then, we research, evaluate and work with you to create customized strategies that address your personal financial needs.
As full-service financial advisors we’ll guide you every step of the way. We work hard to earn your respect and build long-term, beneficial relationships.
Serving You with a Supportive Team
At Connections Financial Advisors we serve you with a team office model. You will have a primary advisor managing your account, but also will be supported by one or two other advisors who are specialists in their areas. We do this because together we are stronger. Together, we serve you better.
You can always schedule an appointment with a specific advisor. But, our team will remain up to date on your account and any member can help you. This way you can feel confident asking a question, making a request, or doing a review with another advisor serving you, should your primary contact not be present.
Cost
Many people have questions or misconceptions about what it costs to work with financial advisors.
At Connections Financial Advisors we offer multiple pricing options and let you choose the one most cost—effective for you per the value you receive.
“You meet dozens of people who tell you, you can’t do it. Surround yourself with the people who believe you will do it. Seek out and spend time with those rare people who tell you, no BS, why you haven’t done it yet, what it takes to do it, and how they could help you do it.”
― Heather Grace Stewart, Three Spaces
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