The Financial Virtues Survey
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At Lexus Wealth Management, we believe it is essential for financial advisors to have a genuine interest in their clients' success. Our advisory relationships are not just about managing money; it's about understanding and supporting you, our clients, and your financial goals and aspirations.
Utilizing the Financial Virtrues in-depth assessment tool, we seek to get a glimpse of your unique combination of virtues (Wisdom, Knowledge, Courage, and Humanity) and how the are all exercised to make financial decisions that align with who you are. We apply this information gained to build an appropriate communication plan with the goal of fostering a more personalized and trusted client experience.
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This personalized process of transparent communication, effective use of technology and dedicated response to your concerns regarding your holistic planning needs, is emblamatice of our genuine desire to help you accomplish your life's goals.
This is how we earn your trust.
Trusted Investment Guidance
Communication
Technology
Response
What we know is that investment performance can be severely affected by behavior and decision making. After completing the survey, we will have a better gauge of the most appropriate communication plan to maintain proper feedback regarding your needs and our investment decisions.
Our commitment as a firm is to maintain the most advanced tools; to understand you, communicate with you, and to develop financial planning strategies focused on meeting and exceeding your financial objectives.
Regular client reviews, follow-ups, and consistent feedback, are essential for maintaining transparency and fostering long-term relationships. We understand that we're not merely managing money, but supporting a standard of care that is critical to our reputation and our clients dreams.
