What’s all the buzz about fee only net worth advice?

Is it really different? Is it really a better approach to wealth management?  Is it right for me?

According to John Amonson, President of Unbiased Wealth Management Inc and a fee only Net Worth Advisor, this approach has two important benefits. It gives clients a big picture overview of their financial affairs and complete control over their net worth.

What’s so important about the big picture?

“Everything,” asserts John. “Without it, you can’t see where you are or where you’re going. You can’t really plan for your future.” 

Many people
struggle to put all
the pieces together.
They feel like they
can't see the forest
for the trees.

“Even with expert advice from estate planners, investment managers and other financial specialists, many people struggle to put all the pieces together. They feel like they can't see the forest for the trees.”

Ten years ago, John took a different approach. He began practicing as a fee-only Net Worth Advisor. He admits it’s a bit complicated to explain because it breaks from what people are used to.  “We’re not accustomed to having complete control over our net worth.”

To help people understand how they can take control, John’s net worth program focuses on managing three key financial areas of your life. They are your income, your behaviours and your net worth. Basically, the better you manage these issues, the better your lifestyle will be.

“These issues are the drivers of our program,” says John. “By using your current and future lifestyle as the benchmark, you can find a balance between a good life today and a good one tomorrow.”

“Like everything else, it takes a little practice. But once you get it, you’ll be in complete control of your net worth.”

Is net worth advice right for you?

The service is appropriate for individuals and families with a net-worth of over $5 million or a household income of over $500,000 per year.

If you prefer to learn more first, we invite you to download our white paper.

If you qualify and you think having complete control over your net worth would be a worthy goal and a nice change, we invite you to Contact Us to book a private conversation.