The CARES Experience™
The CARES Experience focuses on you, advisors, and systems to provide optimal solutions for financial success.
Get Your CARES Score™CARES: Clients, Advisors, Resources and Effective Systems
The first step in the CARES Experience™ is the Relationship between the advisor and you; are we a good fit for you? The CARES Score™ is a key component in growing that Relationship.
CARES Experience™
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Relationship
CARES Score™ -
Discovery
Goals, values, priorities -
Solutions
Goals-driven technologies and strategies -
Service
Flexible communication commitment -
Success
Build the life you want
The CARES Score™
Take the short questionnaire to discover your CARES Score™
What do you feel is needed for financial success?
- Savings, investments, income. These are common items all advisors consider
- Less common items needed for financial success include Time, Dedication, Quality Information, and Motivation . . . among others
- Have you thought about these and how they relate to financial success?
- How successful are you with these items?
That’s what the CARES Score™ is about. Revealing these other factors and giving you power and control.
