Strategy Matters. Who Really Needs a Financial Advisor? You.

Written by: Archetype Wealth Content Team

You get results with a personal trainer and you get peace of mind with a financial advisor. You set goals, customize a plan, work hard, and then enjoy the results. The only difference, of course, is that we do the work for you.

Bodybuilders aren’t the only ones with personal trainers and millionaires aren’t the only ones with financial planners.

Everyone starts somewhere. At Archetype, we work with those who just graduated college to those who are about to enter into retirement.  Just like working out, the most difficult part of investing can be getting started. Whether you are making $40,000 a year or $40 million a year, consulting with a financial advisor can be beneficial. The earlier one starts investing, the greater the results. Start young, or rather start now, no matter what you make.

Some days you don’t feel like going to the gym and some days you might want to get out of the market. Emotions play a role and they might keep you from achieving your goals. Denise Shull, author of “Market Mind Games”, says that human emotions travel to the brain much faster than rational thoughts.1 Because of this, many investment decisions are made as a result of an emotional reaction. Humans are fallible. We make mistakes every day and those mistakes inevitably bleed into decisions when it comes to finances. By minimizing the emotional element of investing, a financial advisor adds accountability to big investment decisions.

Finally, you need to be ready and in shape. Financial advisors make sure you are ready for whatever comes your way. Single? You want to look your best when you meet someone who you think is the best. Married? You want to be able to play with your kids and not just watch your kids from the chair. Just like a trainer prepares you physically, an advisor prepares you financially for whatever comes at you. Roughly one in four Americans have a written financial plan. What differs between those who have a plan and those who don’t? 75% of planners pay bills and still save each month compared to 33% of non-planners. 62% of planners feel financially stable verses 32% of non-planners.2

It pays to have a plan

We offer a number of plans for individuals and families to help them connect their money with their purpose and deliver a team to help them walk it out. From custom strategic plans to generational advisement, we offer the complete package.

By not having a personal trainer, you are not getting the most out of your workout. By not having a financial planner, you are missing out on the peace of mind from achieving your goals. Many believe that if they had just a little bit more money than their problems would just go away. Unfortunately, that is not the case. In many cases, an increase in assets results in more anxiety or uneasiness. Peace of mind comes with a better understanding of how to utilize your current resources. This is part of the value of hiring a financial professional. We strongly believe in providing an in-depth strategic plan and in facilitating the tough conversations around finances.

Just like working out, investing is not always a fun ride. Many strategies have a bumpy ride to the end destination. Some workouts are more painful than others. But we have a strategy that is a more consistent, disciplined approach to investing. This helps people achieve their goals while having that much more peace of mind. We like to call ourselves passive investors with active overlays in place to get you out when the time is right and we rely on our three dials philosophy to do just that. Steady growth while avoiding the big downturns in the market.

You get results with a personal trainer and you get peace of mind with a financial advisor. Bringing on a team of experts to help bring understanding to your finances is invaluable. Find someone you can trust, someone who shares your values, someone who listens, and someone who cares greatly about your success to help you reach your goals. Like a personal trainer, we will get you results you want. Unlike a personal trainer, we will do the work for you!





Archetype exists to help families thrive across generations.


Disclaimer: Our intent in providing this material is purely for informational purposes, as of the date hereof, and may be subject to change without notice. This article does not intend to constitute accounting, legal, tax, or other professional advice. Visitors and readers should not act upon the content or information found here without first seeking appropriate advice from a trusted accountant, financial planner, lawyer or other professional.

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