MONUMENT ADVISORY

One of the things Monument Advisory really does is basically take that holistic view and have a look at your situation now, review it every so often and then have a look at the situation in the future as well. They are always reassessing your goals. That’s not really something that I would do on my own – I think most people don’t really give it thought so having someone else there to really ask you those deep and insightful questions about what’s really important to you, makes you stop and think about life.
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When you’re running a busy small business, it’s can’t be just about today, it’s what is available to do what we want. We’re good at what we do in business, but we needed an adviser that cares about us, knows us – and provides the full service to get us where we are going.
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As financial advisers, Dieter and Travis offer something of value to our particular clientele – it’s about taking the client as you find them not trying to push a product on them but trying to provide them with a solution moving forward and I think that is what Dieter and Travis really excel at doing.
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What I found particularly useful is how Monument acts as a single key point of contact for everything in our lives that is financial – they will come and attend meetings with the accountants, with our bookkeepers and I know they have a really strong base of industry experts that they can call on when needed. To have someone that is able to alleviate a lot of that pressure just makes life a lot easier.
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Certainty Adviser Travis Martin of Monument Advisory explains why he believes that a goals-based approach is the most effective way to help his clients achieve financial certainty.
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Dieter Tode of Monument Advisory explains why he chooses to take the Certainty Advice approach with his clients.
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Travis Martin of Monument Advisory Services talks about why he chooses to be a Certainty Adviser, and how it brings his clients a sense of security.
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When Should People Start Getting Financial Advice? In my opinion, as soon as possible. The process we go through with Monument Advisory allows us to reassess things that go on – those life events where people come and go, a financial crisis, and more – it does make you rethink and double-check your goals and where you are in life.
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