Episode  3 – A Walk Through the Life By Design™ Guided Discovery Process



Meeting with a financial advisor for the first time can be overwhelming when you don’t know what to expect.Today, Royal Standley eliminates the unknown by walking you through the first step in Oregon Pacific Financial Advisors’ Life By Design™ process, otherwise known as their guided discovery.

In addition to learning what it’d be like to experience the guided discovery, you will also learn:

  • What Royal cares about way more than what assets clients are bringing in—and why
  • How he guides sensitive discussions, such as estate planning options and strategies
  • And why it’s important for clients to disclose all of their assets to their advisors

Tune in now for a step-by-step look at the first step of the Life By Design™ process, and learn how you could design a personalized financial plan that is just right for you.

Resources: Oregon Pacific Financial Advisors, Inc. | Life By Design™ Process

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

 


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