How do you think about money? How do conversations about money make you feel? Answering these questions provides tremendous insight into the best approach to managing your resources and planning for the future. Prior to our first meeting, we share our Money Mind Tool so that you and your spouse can gain insight into your individual money styles.
Once you’ve gained insight into your individual money styles, it is time to have a conversation about what matters to you. In our first meeting, we use our Honest Conversations tool to guide a productive conversation about the things that you value.
The Anthem onboarding process gives you clarity, confidence, and contentment to achieve your financial goals through good stewardship.
A Lifetime Partnership
A productive financial planning partnership starts on the right foot, and it adjusts as your life circumstances change. The principles that guide our decisions never change, but as we move through life’s stages, our circumstances and challenges do. Anthem works with you to communicate, collaborate, calibrate, and celebrate through all of the seasons of life.