Investment and Wealth Management
Mission
Emergence Wealth Management’s mission is to help individuals and organizations emerge from where they are to where they want to go, but looking at the past, learning from successes and failures, deciding to let go and move boldly to what is ahead. Using a common sense approach with each client’s goals at the center of every investment strategy.
At Emergence Wealth Management we are here for you. In today’s world information is readily available and too much information can be overwhelming. We are here to take the guess work out of financial planning and investing, so you can focus on what is really important to you.
Investing is an excellent way to make your money work for you. Investing is necessary for people to reach their biggest financial goal, retirement, so making your money work for you is key. Market fluctuations are common and healthy in financial markets, but if someone is unfamiliar with them it can also be a little unsettling. It shouldn’t be. At Emergence Wealth Management we want to make investing and financial planning a smooth and exciting process. How do we accomplish this? We make it about you. You don’t need to be a math geek or an economics nerd. That’s our job and we love it. You don’t have to love strategy sessions, leave that to us. You just need to be honest with us about what’s really important about money to you. What is it that gets you excited about life, and we try to create a strategy and plan that make your financial goals for you and your family possible.
The best way to reach your financial goals is by doing two things. Being invested in the market is just as important as what you are invested in. Companies have made it easy for their employees to invest with retirement plans, such as 401ks, 4013 b, to name a couple. A lot of workplaces even make investing for retirement automatic. Do you know what you are invested in? Or why? Many people only invest, but they don’t engage in the financial planning process which is only half of the process. Selecting target date retirement funds in a company retirement plan is not financial planning. Secondly, engaging in financial planning. The financial world is has not done a good job explaining what financial planning really is. What is Financial planning? Financial planning, is the process of taking financial goals, assigning an amount to achieve that goal, looking at the time frame needed to reach each goal and the duration (length of time the goal lasts) of each goal and creating a strategy to reach each goal. It is not something you do once and forget about it. It is a customized approach for each individual to help create a path for financial success. Why is it different for each person? Because people are different, however,the process for each person is the same.
Our Process:
Financial planning and Investing doesn’t need to be complicated, so we use a simple three step process to help our clients meet their unique goals. The Three E’s; Exploration, Evaluation, and Execution.
Exploration: It is important to us to really know our clients; this is what the “Exploration” phase is about. It’s about you! It’s about listening to experiences, current seasons, desired outcomes and what’s most important, so that each client can live not just a better financial life but a fulfilled life.
Evaluation: We take great care in finding the right solutions for each client. In the “Evaluation” phase this is where we take everything we have learned about you and your situation, to figure out exactly what is your new starting point; the place in which you emerge from, where you are, to where you are going.
Execution: “Vision without action is merely a daydream” Nelson Mandela. This phase is somewhat self explanatory. Once we have selected the strategies that are right for youThe best laid plans and strategies become useless if action is not taken. In the execution phase we take action; we execute.
Choose to win. Plan to win. The wise Benjamin Franklin said, “ If you fail to plan, you plan to fail.” Everyone wants to see their dreams come true. Sometimes we get so busy living life we forget to plan for the future. Financial planning and investing are so important for financial success. It’s not how you start it’s how you finish. We want to give people hope for their futures. Allow people to dream again. We would love to work with you and your family. Let us walk you through the process of creating an investment strategy and financial plan that is right for you and your family. It is time to Emerge.
Are you ready to emerger? Call to schedule a consultation today?
Disclosures
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC http://www.finra.org/ and http://www.sipc.org Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of Oklahoma, Texas, Arkansas. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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