Episode 2: Our Financial Planning Process

What is Spiros’ financial planning philosophy? How is he helping people with their financial futures?

A lot of clients come to us with a focus on four elements: family, career, lifestyle, and money. Our goal is to always help you reach those aspirations through a financial plan that reflects those dreams.

It’s always our hope you feel part of our family, we never want you to think of financial planning as a transaction. Education is one of our most important values. We want our clients to understand their plans and to have confidence in their financial future. On today’s episode, we’ll discuss our planning philosophy and process at Athenian Private Client Group.

 

What We Discuss Today: 

1:30 – Focusing on the four elements

3:13 – What is our philosophy?

4:49 – What is your ‘why’?

5:53 – Spiros’ goal as an advisor

7:58 – What is the ‘how’?

9:12 – Financial virtues profile

11:37 – The first thing we do

12:05 – Behavioral finance side

 

Quotable Moment: 

“The goal is to always help our clients pursue their dreams and aspirations. Especially when it comes to their family, business, career…” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com