We believe a disciplined process - focusing on the steps to success, not the end goal - is what ultimately delivers success. Praxis Financial Partners was created to independently control the planning process and the overall experience. We focus on understanding our clients and aligning everything to their needs. We pride ourselves on being client focused and process driven.
Praxis Financial Partners doesn't measure financial success in days or weeks. Like its clients, the team takes a long-term view on managing wealth that addresses an array of real-world considerations. Reminding clients that the growth of assets is not the ultimate goal - but a means toward a lifestyle - Praxis Financial Partners has earned the trust of clients, along with many referred colleagues and friends.
For owners of mature businesses, corporate retirees and successful executives, Praxis Financial Partners is dedicated to guiding appropriate decisions at important milestones. In fact, the team's knowledge of pension buyouts helps clients on the verge of retirement make smooth and wise transitions - from careers spent working, to a time where life-long passions become daily pursuits. Praxis Financial Partners diligently reviews materials provided by companies, helping clients determine whether immediate or delayed retirement makes more sense given the lifestyle they desire and their financial position.
Understanding there are no shortcuts to financial achievement, Praxis Financial Partners plans for "what-if" scenarios and prepares clients for decisions that lie ahead. Accordingly, Praxis Financial Partners is well prepared to advise and handle the details of complex challenges, including estate issues. Praxis Financial Partners also works to gauge each client's comfort level - not just with types of investments, but to what degree clients want to be involved. While frequent contacts and updates are helpful to some clients, others prefer that the team assume responsibility for decisions and details.
To optimally serve clients, Praxis Financial Partners collaborates internally and draws upon the vast resources of Wells Fargo Advisors Financial Network, along with the talents of selected money managers. From varied perspectives come intelligent ideas. In all cases, the team provides objective guidance, personal service and looks out for clients' families. Today, many children have joined parents as clients.