Financial Architects - May 2020

INSIDE FINANCIAL ARCHITECTS

The LifeMethod

People ask us this all the time: What makes Financial Architects different than other firms? One separator is that we are a versatile money management firm that specializes in the whole person. We care about our client’s health, well-being, and state of mind as well as empowering their financial freedom. If you have gone through a recent life event, such as the death of a spouse, a job change, or retirement, where would you turn to navigate these new experiences? That is where The LifeMethod process comes in. Our partners there offer one-on-one sessions called MYCOACH designed to give you an action-oriented road map to assist you in your life. As you gain a better understanding and appreciation of who you are, our team at The LifeMethod takes you on an enriching journey to develop a set of possibilities in four key foundations of your life — personal, professional, financial, and spiritual. They also offer three- hour workshops called KNOW1 that are designed for both individual groups and businesses. The LifeMethod coaching team consists of co-founders John and Danette Bell and strategy consultant and coach Tom Riley. Tom went through The LifeMethod process, and it worked so well for him that he joined the team. So, perhaps you are approaching a big life event and wondering, What is next ? Let The LifeMethod coaches help you answer that question. Contact them at LifeMethodCoach.com or call Tom Riley at 248-521-8390.

Bird-watching is like a lifelong scavenger hunt that you can play anywhere on Earth. The activity provides a mixture of science, travel, and beauty, and it’s a chance to get outside for feathered adventures and quiet reflection. The month of May is a great time of year to go birding because rising temperatures prompt spring migration. So if you’re eager to begin bird-watching, there’s no better time than now. Here are some tips to get started. BIRD-WATCHING FOR BEGINNERS Why May Is the Best Month to Start

EDUCATE YOURSELF

Thousands of species of birds span all corners of the globe. That’s why finding them is an exciting prospect — there’s no end to the hunt! Start by researching birds that are native to your location. Purchase a field guide with pictures of each bird and maps of their range and use it to figure out where different birds live. From there, it’s easy to pick your first spotting goal. You can even get yourself extra excited by watching a few bird documentaries.

GEAR UP

Welcome, Colleen!

One of the best things about birding is that you don’t need a lot of equipment to do it. As long as you’ve got your field guide and comfortable walking shoes, the only other thing you’ll need is a pair of binoculars. And they don’t have to be fancy. As long as they can zoom in on faraway trees and perches, they’ll work for now. You can always upgrade later.

We have a new smiling face greeting our staff and clients each and every day when they walk through the doors here at FAI: Colleen Bouton. The Plymouth native comes to us with over 20 years of administrative assistant experience in many different capacities: legal, medical, and insurance case management. Colleen takes over as front desk coordinator, with Janice Reynolds remaining on as a part-time client services coordinator. Not only does she run the front desk, but Colleen also assists anyone in the company who may need help with clerical needs, and she schedules meetings, takes care of the mail, and is in charge of ordering all the supplies here. Colleen loves to meet new people and feels this role suits her perfectly. “I was looking for a new job that involved meeting and helping people. Recently, I ran into someone who works at Financial Architects who I knew from a prior job. They referred me here, and the rest is history,” Bouton says. She adds that the owners “are very in tune with their clientele and want to make sure they are treated with the utmost respect.” Colleen is married and has two sons.

GO EXPLORING

Your very first birding excursion is important because you don’t want to be overwhelmed or underwhelmed. So use your field guide to home in on a single bird and go find it. It may be local, or you can plan a trip to a specific bird’s natural habitat. Stay focused and don’t get distracted by other species. The thrill that comes with spotting your first bird will keep you coming back to find the rest. Bird-watching is a wonderful hobby because it’s easy to get started and can last a lifetime. As long as you can walk, drive, or look out a window, you can be a birder. So what are you waiting for? Get out there and find some birds!

The information contained in this newsletter is derived from sources believed to be accurate. You should discuss any legal, tax, or financial matters with the appropriate professional. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Registered Representatives offer Securities through The O.N. Equity Sales Company, Member FINRA/SIPC (www.FINRA.org/ and www.SIPC.org). Investment Advisory Services offered through O.N. Investment Management Company and FAI Advisors, Inc., Financial Architects, Inc., FAI Advisors, Inc., and The LifeMethod are not subsidiaries or affiliates of The O.N. Equity Sales Company or O.N. Investment Management Company. We have representatives currently registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IL, IN, MA, MD, ME, MI, MN, MO, NC, NH, NV, NY, OH, OR, PA, SC, TX, VA, WA, and WI.

www.financialarch.com 2

Made with FlippingBook HTML5