Nov 28, 2022
Most people think of financial planning as crunching numbers and making investment decisions. But in reality, financial planning is about so much more than that. It's about helping people live their best lives. And to do that, having a conversation that goes beyond the numbers is important.
In this episode, Steve talks with Jeff Vistica, Wealth Advisor at Vistica Wealth Advisors. In his role, Jeff focuses on addressing and solving clients' most pressing tax, estate, and financial concerns. Their clients include individuals with special needs and those caring for a loved one with special needs, dental practitioners, retirement plan sponsors, families, and individuals.
As a CFP and chartered special needs consultant, Jeff talks with Steve about how he goes the extra mile to help clients clarify their goals and connect them with their financial goals, his idea of no-agenda meetings, and the importance of family mission statements for multigenerational planning.
Key Takeaways
Quotes
[11:50] - "If we're bringing on a new relationship, the most effective start is having multiple discovery meetings. We get to know as deeply and comfortably as the new family might be willing to become." ~ Jeff Vistica
[14:51] - "We never prepare an agenda for a meeting. We leave it completely open. Keeping it open-ended and folks in the driver's seat at all times is part of our fiduciary responsibility. It also sets the right tone for a relationship or partnership." ~ Jeff Vistica
[22:29] - "For clients struggling with what they want to do from a wealth transfer perspective, we'll help them articulate a family mission statement. And within that family mission statement, they will identify the core family values they want to pass along." ~ Jeff Vistica
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Disclosure
For informational and educational purposes only and should not be construed as specific investment, accounting, legal, or tax advice. Certain information is based upon third party data which may become outdated or otherwise superseded without notice. Third party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed. Some analysis presented is based off current economic information and may become outdated or irrelevant without notice. Individuals should speak with their qualified financial professional based on his or her unique circumstances. Neither the Securities and Exchange Commission (SEC) nor any other federal or state agency have approved, determined the accuracy, or confirmed the adequacy of this podcast. © 2022 Buckingham Wealth Partners, LLC. Buckingham Strategic Wealth, LLC and Buckingham Strategic Partners, LLC (collectively, Buckingham Wealth Partners)