Working with a Spirit West Advisor gives you the advantage of having someone in your corner who knows you and understands your financial values and goals.  Having a plan in place and working directly with a financial planner will give you a clear path to achieving your financial goals and provide you with a benchmark by which to measure progress. We offer a suite of financial services under one roof providing streamlined convenience to our clients.  

how it works

Start with a complimentary consultation to determine if we are a good fit.  After answering a variety of questions designed to provide context to your financial discussion, you will sit down with our advisor to review your retirement goals, lifestyle requirements and any areas of concern that may have an impact on your financial planning. We will explain our investment philosophy and the various investment options and services that Spirit West Advisors, LLC provides to its clients.

IF YOU LIKE WHAT YOU HEAR

A second appointment will be scheduled for you. During your second visit you will have an opportunity to look at comparative reports to see how our plan stacks up to your current situation.  

Any/ all of the following topics may be explored during your second appointment:

• Accumulation goals

• Projected retirement income

• Income needs

• Risk tolerance

• Tax coordination

• Portfolio comparisons

• Portfolio options

• Consolidation of accounts

• Personal Values

• Financial/lifestyle balance

• budgeting 

At this point your advisor will present you with recommendations and a plan that is in alignment with your stated goals and values.

By the end of this appointment, you will have a clear understanding of your finances and the next steps needed to get you where you want to be.

IMPLEMENTING YOUR PLAN 

We know breaking up can be hard to do.  Often, clients tell us they feel bad for their current advisor, even if they haven’t talked in a long time. 

Our friendly staff make moving easy.  We will walk you through the initial paperwork. Our goal is to make this process as painless and easy as possible for you.  Our experienced staff are trained to facilitate a smooth transition into your new portfolio and investments. 

Once your new plan is fully funded, we will meet again to review and discuss next steps.  

Remember, our goal is to provide you with the security of a financial plan that allows you to enjoy your life without worrying about running out of money.   

Investment services

Sprit West Advisors, LLC offers specific investment services which are designed to align with your values and lifestyle. Clients with under $1M in investable assets can choose to utilize our additional investment services as needed on an a-la-cart basis.  

For our clients with $1M or more of investable assets, we offer a heightened level of financial planning which enables us to consult on any aspects of your financial life and coordinate with any other professionals you may be currently working with. 

FOR YOUR LIFETIME

Our goal is to provide our clients with a trusted financial planning partner for life.  

We strive to create financial plans that will stand the test of time and still  allow flexibility for any life changes.

We want our clients to feel confident in their planning and enjoy their lifestyle without worry.