A Walk Through the Life By Design

Meeting with a financial advisorfor the first time can be overwhelming when you don’t know what to expect. Today, Royal Standley eliminates the unknown by walking you through the first step in Oregon Pacific Financial Advisors’ Life By Design™ process, otherwise known as their guided discovery.

In addition to learning what it’d be like to experience the guided discovery, you will also learn:

What Royal cares about way more than what assets clients are bringing in—and why

How he guides sensitive discussions, such as estate planning options and strategies

And why it’s important for clients to disclose all of their assets to their advisors

Related: Women and the Retirement CrisisTune in now for a step-by-step look at the first step of the Life By Design™ process, and learn how you could design a personalized financial plan that is just right for you.