Q&A with Financial Life Planners, LLC - Ahwatukee Foothills News: Business

default avatar
Welcome to the site! Login or Signup below.
|
||
Logout|My Dashboard

Q&A with Financial Life Planners, LLC

Print
Font Size:
Default font size
Larger font size

Posted: Tuesday, March 23, 2010 11:00 pm

Financial Life Planners, LLC

Owner: Cynthia Fick

Hours: 9 a.m. to 5 p.m. Monday through Friday

Information: www.financiallifeplanners.com; (480) 346-4073 or (888) 459-8682

 

Q: Where are you from and what did you do before opening your business?

A: I am originally from Sierra Vista, Ariz., and graduated from Arizona State University. Prior to founding Financial Life Planners, I was a financial planner at American Express and Paine Webber. I also served as a financial services manager at First Interstate Bank (now Wells Fargo Bank) where I became an expert in the conventional and creative real estate loan process.

 

Q: Why did you open your business in Ahwatukee Foothills?

A: This has been my home for more than nine years and I’ve found that the climate, culture and business community of Ahwatukee are all a good match for me. I couldn’t think of a better place to launch my business, and I established my independent financial services firm here in 1999.

 

Q: How did you get the idea to open your business?

A: I had excellent mentors in my career who helped me acquire a solid foundation in traditional financial advising, and also to see and trust my natural acumen for this work. But it was actually my desire for work-life balance that got me started contemplating my own business. Daily commuting and the stress of working for someone else and following their investment philosophy made me realize I had more to offer clients and this was just the impetus I needed. I also wanted to spend more time with my children.

 

Q: What type of merchandise/services do you sell?

A: Initially I focused on traditional investment advisory services, but as the global financial situation evolved and as patterns began to emerge in my clientele, I saw that my mission needed to evolve as well. What my clients and I experienced is that their financial success wasn’t just a matter of how well we managed their money, but also in my showing them how to manage their beliefs, attitudes and actions about money.

Therefore, in 2002 I expanded my practice to include financial life planning and created a proprietary, six-stage, Financial Life Planning process. Exclusive to my company, Financial Life Planners, helps clients uncover information about how their current money beliefs are supporting or hindering their financial well-being. Using this process, I’m able to give them a dynamic, personalized financial strategy as well as the tools to inspire, focus, and guide them in their wealth-building practices so that they can prosper throughout their entire lives.

 

Q: What does your business have in store for the future?

A: I love to teach. And because women often face challenges in their relationship to money and control almost half of the nation’s wealth, I’m establishing an educational service to use my extensive expertise to instruct and guide women to approach their financial health in an entirely new way. I lead a seminar called, “Women, Wealth, Why Not?” and am writing a book called The New Girls’ Club: How to Build Your Personal Fortune without Relying on the Old Boys’ Network, that is planned for release in the fall of 2010.

 

Q: Anything else you want the community to know about you or your business?

A: I have 20-plus years in the field of finance and investing, I manage more than $20 million in assets, and I have one of the highest levels of fiduciary responsibility in the industry. But what makes me stand apart is my approachability, my openness to my clients’ ideas, that I talk about money in language that clients can retain and use, and I make sure they understand and feel good about their investments. Also, I’m a fee-only adviser, which means the customized financial life plan I craft for each client is focused on growing assets that are not linked to commissions.

Finally, we are hosting a breakfast club at Mimi’s Café on Ray Road and 48th Street at 8 a.m. on March 23. The topic is “Roth IRAs: to convert or not to convert ... that is the question.” Please RSVP to Cynthia at (480) 346-4073.

  • Discuss

Legal marijuana heading for Arizona vote

PHOENIX - Advocates for legalizing marijuana in Arizona say they will file more than 260,000 petition signatures Thursday with the secretary o…

Published: June 29, 2016 - 10:39 pm @ http://www.12news.com/news/politics/legal-marijuan…

Sungevity set to go public in merger with Easterly

Technology solutions provider Sungevity and Easterly Acquisition Corp. have entered into a definitive merger agreement that will see Sungevity…

Published: June 29, 2016 - 9:07 pm @ http://www.pv-tech.org/news/sungevity-set-to-go-pu…

BREAKING: ISIS Terrorists Used Obama's 'Fast and Furious' Gun During Paris Attack!

On the evening of 13 November 2015, ISIS linked terrorists slaughtered 130 people in a series of coordinated attacks in Paris. The Islamists m…

Published: June 29, 2016 - 8:38 pm @ http://www.thegatewaypundit.com/2016/06/breaking-i…

Pinal County Sheriff's Office

Pinal County Sheriff's Office is on Facebook.To connect with Pinal County Sheriff's Office, sign up for Facebook today.Sign UpLog In@PinalCoun…

Published: June 29, 2016 - 7:47 pm @ https://www.facebook.com/PinalCountySO/posts/10560…

The Chicken Scoop: an eatery completely focused on chicken salad to open in Scottsdale

SCOTTSDALE, AZ - When it comes to chicken salad, how much of a fan are you? If you answered, “super fan,” than you’ll be quite interested in a…

Published: June 29, 2016 - 7:06 pm @ http://www.abc15.com/news/region-northeast-valley/…

Union Conducts Nationwide Anti-VHA Privatization Protests

The American Federation of Government Employees (AFGE), the largest labor union representing federal and District of Columbia government worke…

Published: June 29, 2016 - 6:36 pm @ http://prospect.org/blog/tapped/union-conducts-nat…

Couple on honeymoon narrowly survives Istanbul airport attack

Warning: Graphic images One minute they were winding down from their honeymoon and getting ready to board a plane back to the Big Apple — and …

Published: June 29, 2016 - 6:37 pm @ http://nypost.com/2016/06/29/couple-on-honeymoon-n…

BREAKING: Guns Used in Paris Terrorist Attacks May Have Come from Phoenix, Arizona

Sources are reporting that the firearms used in the November terrorist attacks in Paris have been traced to an American gun owner in Phoenix, …

Published: June 29, 2016 - 6:37 pm @ http://www.thetruthaboutguns.com/2016/06/foghorn/b…

Phoenix considers closing hiking trails due to extreme heat

PHOENIX (AP) — Extreme heat would close Phoenix hiking trails under a city proposal that follows a string of deaths. The City of Parks and Rec…

Published: June 29, 2016 - 6:16 pm @ http://www.fox10phoenix.com/news/arizona-news/1674…

ADEQ extends high pollution advisory through Thursday, June 30

The Arizona Department of Environmental Quality (ADEQ) has issued an ozone High Pollution Advisory (HPA) for Maricopa County for Wednesday and…

Published: June 29, 2016 - 5:36 pm @ https://ein.az.gov/emergency-information/emergency…

Facebook

ahwatukee.com on Facebook

Twitter

ahwatukee.com on Twitter

RSS

Subscribe to ahwatukee.com via RSS

RSS Feeds

Spacer4px

Most Popular

Online poll

Loading…