Episode 2 – How the Life By Design™ Process Can Help You Dream Big

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Today, Royal Standley shares what sets his firm apart from other financial advisers.

This lively episode is all about Oregon Pacific Financial Advisors’ Life By Design™ process, which helps clients design the rest of their lives and achieve the outcomes they’re hoping for.

Royal discusses the Life By Design™ process in-depth, walking you through the steps he takes with clients and sharing the questions he asks to help clients articulate their goals. Royal also explains how the process helps to clear away clients’ financial headaches, so they can live their best lives.

Listen now to learn about the Life By Design™ process and how it could help you give meaning to the next phase of your life.

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

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.