We can help you make better choices with your money.
Before we can help you make better choices, we first need to understand what is important to you. Then we align the decisions around your money to your financial goals.
There are lots of terms for what we do: Financial Advice, Wealth Management, Financial Coach.
Regardless of the title, our goal is simple: to help you make better choices with your money and align the se choices to what is important to YOU. We achieve through a long-term, open, transparent and rusted relationship.
We believe we stand apart from the crowd because we never approach clients with our agenda or a product to sell.
We invest the time to understand you, your goals and aspirations. When we know your goals and where you want to be in the future, we can jointly make decisions that help you achieve your goals.
If you have clear goals in mind, great! We can build a plan to help you achieve them. If you do not have these clear goals yet, that is no problem; we will work with you to help define them. We listen first and advise second.
Sadly, many in our industry take a different approach and have a product-led view of advice. At Wilcox Day, we like to have a GOALS led approach with you at the heart of all the choices we make.
Education and open discussions are at the heart of what we do. We take the trust you place on us very seriously.
Our approach is holistic, covering all areas of advice, including: