Page 3 - Financial Life Inspection™ Demo - 03.2025
P. 3
Other Firms
Sales quotas Planning 1 before advice
st
Commissions Fiduciary care
Transaction based Transparent costs
Trademarked process
Biased advice
Wide variety of expertise
Limited tools
Certified Financial Fiduciary ®
“All successful investing is goal-focused
and planning-driven.”
Chad Willardson
President, Pacific Capital
