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Plan Wealth Creative: An Independent Firm that Empowers Clients through Purpose-Driven Wealth Management

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Plan Wealth Creative: An Independent Firm that Empowers Clients through Purpose-Driven Wealth Management

November 23
20:12 2022
Helping their clients build wealth and retire confidently through Life Financial Planning and investment management.

Plan Wealth Creative, a Florida-based independent financial management company, is accelerating purpose-driven wealth creation by helping families build a financial plan aligned with what’s most important to them. Beyond the goal of accumulating wealth, the firm empowers clients to explore their opportunities and define what they want to achieve.

“At the end of the day, money is a just tool to assist us in accomplishing a purpose, so we view our job as to help clients align their wealth with purpose,” says Josh Elmore, founder of Plan Wealth Creative. “Our desire to help clients understand the ‘why’ behind their wealth, which ultimately helps reduce the anxiety over money and investments so they can live more fully.”

As a CERTIFIED FINANCIAL PLANNERTM, and Christian Faith based Advisor, Josh emphasizes creating a human-centered, values-based financial plan. Though financial planning is certainly at the core of what they do, Josh and his team maintain a holistic approach that includes both financial planning and professional portfolio & risk management.

The firm utilizes a portfolio management style hinged on a dividend growth strategy.

Unlike traditional methods that rely on buying high-yield stocks or mutual funds, dividend growth investing focuses on purchasing businesses with established track records of consistently paying & growing dividends. Dividend growers often endure even the most turbulent market conditions, ensuring financial security for the next generation. “We’ve seen this strategy playout throughout many market cycles; it is a reliable, principled approach to investing that helps our clients earn a steady and growing income stream,” says Josh. “Combining life financial planning and our long-term investment approach helps our clients maintain a positive view of wealth creation and stewardship no matter where they’re at in the wealth cycle.”

Elmore and his team work personally with clients to maximize returns for a client’s specific propensity for risk while delivering attentive and caring personal service. “We want to bring new clarity to each client, giving them confidence to live a purpose-filled life. To do this, planning is the core, but we also love investments, we love managing portfolios. We believe we have a great ‘one stop shop’ offering to clients. We desire to be their go-to resource and advocate in all things financial. Some clients even call for life advice, that, however, we cannot claim to be experts at,” the 31-year-old founder said jokingly.

Learn more about Josh and his firm at: https://www.planwealthcreative.com/.

Media Contact
Company Name: Plan Wealth Creative Inc
Contact Person: Josh Elmore, CFP
Email: Send Email
Phone: 9418414420
Country: United States
Website: https://www.planwealthcreative.com/