At 49 Financial, we care for and support one another, which is how we’ve developed such a unique and great culture. Advisors of all levels are valued and respected – making us a team, not just a financial services company. As a team, our financial advisors do some of the hardest work, in front of the client and behind the scenes. And this steadfast relationship always comes in pairs of two.
The idea of two are better than one comes from Ecclesiastes 4:9, “Two are Better than one, because they have a good return for their labor: If either of them falls down, one can pick the other up. But pity anyone who falls and has no one to help them up.”
With the traditional model of one advisor for everything, you get the limitations that only one person comes with. Limited time, limited expertise, and more opportunities for things to be missed or fall through the cracks. As a client with 49 Financial, you will always have two or more people on your financial planning team. Two advisors means more oversight and attention to your finances that you wouldn’t get anywhere else. 2>1 means that you are served with excellence, no matter what. Wondering how this will increase the quality of your financial plan? Let’s dig into one of the most unique qualities about 49 Financial.
The teamwork approach is used in every meeting and consists of one senior advisor and one junior advisor. So when you get a financial plan from our 49 Financial advisors, you’re getting the added insight of a second advisor who has years of experience. This person has been practicing financial planning for years and will provide extra advice and assurance that the strategy options suggested for you are the best possible options for achieving your goals. From start to finish, two dedicated advisors are with you throughout every step, no matter what age you start the planning process.
With the teamwork approach applied, our meeting process is built to:
Establish a base relationship and the beginnings of trust between you and your financial planning team
Discover if there is any opportunity for your financial plan to be improved upon either by lower fees, higher returns, or a better experience.
Review the financial plan your dedicated team of financial planners have put together in how best to achieve your goals. If you decide to move forward with the plan, there is a second review of the plan by our investment analysts to ensure that it fits the needs and goals you’ve stated.
In addition to the team that interacts with you, our Investment Analysts work behind the scenes to prepare strategy documents and plans, and work alongside the joint work partner team to make sure that they are doing what is best for you as the client. This added step ensures the financial strategy our team is suggesting is truly the best option for you. Our Investment Analysts focus on studying the details of plans and products while the advisors are more client service based.