We believe that Financial Planning needs to coincide with Life Planning. Our process is created to help us understand what you truly value and to give us a clear picture of the life you want to live, now and in the future. 


Video Transcript

Rex Clevenger: Each time you meet with us at Aristata Financial we want you to leave our office feeling motivated and invigorated about the future. 

Money is not everything. In fact, we spend most of our time with clients talking about family and the activities that bring them joy.

Money is simply a tool to help you achieve what you want out of life. And helping you do that – is our primary goal.

Wendy Cox: It’s why we follow a clear process. We know trusting us with your life savings and your hopes and dreams is a big step. That’s why we work to earn your trust every day.

And it starts with our very first meeting – that we call ‘Explore.’

We don’t even need to talk about finances yet. The purpose is to get to know each other.

Rex Clevenger: Next, we help you ‘Envision’ what your future could look like.

We’ll ask you a lot of questions – ones you’ve probably never considered – like, “If you knew you had enough money to take care of your needs now and in the future, how would you live your life?” And “If you had just five more years to live, how would you change your life?”

It helps us dig deeper – and prioritize what is truly important to you.

Wendy Cox: My favorite part of the process is when you get to see a tangible plan of action.

That’s our ‘Engineer’ phase.

People often come to us with a mess – sometimes statements in a shoebox or a plastic bag – and various accounts that need to be organized. We roll up our sleeves and dive in – and pull together a streamlined picture of your finances and strategies to help you reach your goals.

Rex Clevenger: The ‘Empower’ phase is when you see the fruits of our labor. As you reach goals and milestones, we periodically re-evaluate your plan so that it evolves as your life unfolds.

We’re with you through it all. And it starts with the first step.

We look forward to getting started on your journey. 

Want to learn more about our process?

Schedule a 15 minute introductory call so we can learn more about you, your financial goals and how we can best help you achieve them.