We are Objective Wealth
A team of experienced financial planners who have the knowledge to help bring your financial aspirations to reality.
We are committed to helping clients achieve their financial goals. Along the way to provide clients with the education and guidance they need to stay on track with their financial plan.
We create, establish & maintain your financial objectives
Objective Wealth acknowledges addressing a specific financial need may be the main reason why you would hire a financial adviser, however, We find that some emotional-based factors may play a large role in hiring decisions. Although it’s not too surprising that people go to a financial advisor to address a specific financial need, it may be surprising that they go to an advisor to address an emotional reason-their discomfort handling finances themselves-to the same degree. For advisors, this means they must acknowledge both financial and emotional drivers when meeting with a prospective client.
Although addressing financial needs can be done in a straightforward manner, addressing a client’s emotional needs must be done in a tactful and subtle way. To help advisors incorporate these insights in their practice, we created a three-step exercise (on the following page) that advisors can use when formulating their first talking points with prospective clients
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