(Fishers, IN) February 22, 2010 – What comes to mind when you think of financial advice? For many the term conjures up images tied to life insurance or large investment portfolios. While most individuals have a need for financial guidance sometime in their life, they often think this process is only for the wealthy. There is now an independent financial firm changing that perception, stepping 100% online to accomplish their goal.
“We’re filling the gap between those who need no guidance, and those who pay high fees associated with a one on one local advisor. We enjoy giving guidance to those who are facing life’s transitions:
Since the late 1980's, Alice Howe, CFP, and Dwight Kellams, CPA, CFP, MBA, have worked with hundreds of individuals and families, helping them capture the opportunities of the future and move forward with confidence. Karen Bolton, CCPS, joined them a few years ago to add her expertise and shared commitment to work with clients, requiring no commissions or money management minimums.
Alice states: “The three of us joined forces with one desire: to help those cost-conscious Americans who prize freedom and control, and just need a mentor or two along the way to help them succeed. We’re simply passing the time and cost savings on to the clients to work at their convenience, and leveraging our professional expertise with thousands through the internet.”
Once Alice opened the doors of her fee-only business several years ago, dropping her sales licenses, and started networking to get the word out, the people started calling her: much like the movie Field of Dreams---“Build it and they will come.” She realized she was just hitting the tip of the iceberg with folks who needed objective advice from an experienced professional. They didn’t want to pay the money management fees of the typical wealth management firms, or didn't need comprehensive planning.
They simply wanted professional guidance without sales pressure, and that understanding led her to develop www.yourfinancialwatchdog.com with Dwight and Karen to bring these resources to people in the convenience of their homes or offices. Going against the mold of financial planners in general, who are focused on people with money to invest, they see a huge need and opportunity to reach the silent majority who are oversold and underserved.
What is their process? Through the convenience and easy accessibility of the internet, individuals can join the Your Financial Watchdog Academy and work in a protected community under the watchful eye of professionals, with e-Courses, teleclasses, professional financial planning software, and much more.
“We’ve discovered three keys that people need to succeed, as described on the Academy page of our website. Through the internet, we have the best opportunity to help motivated individuals learn to think rich and take charge of their future.”
