When it comes to managing money, people have a lot to think about, and not everyone has the same concerns. Financial Life Planners strive to help their clients achieve financial independence.
Financial advisors Cynthia Fick and Gina Giachetti Wight of Financial Life Planners (FLP), located in Phoenix, Arizona, are working to ensure that every person that wants to achieve their life goals and financial dreams are capable of doing so.
Fick owns and started the company in 2004 because she wanted to do things the right way and be accountable for her own clients.
“I wanted to offer a more personalized experience for my clients,” Fick said. Jennifer Spreutels, Administrative Director for FLP, is also a part of the team with Fick and Wight, helping “clients with setting up accounts, scheduling appointments and any administrative questions they have,” Spreutels said.
Fick and Wight became business partners fairly recently, after Wight realized working in the corporate world “was just not the direction” she wanted to go in anymore.
As a whole, it is clear what the vision is for the company, creating real connections with clients and genuinely turning their dreams into a reality, according to Fick, Wight and Spreutels.
“Well aside from the obvious, which is Cynthia and I being some of the coolest chicks in the industry, I think what really set us aside is the approach that we take to working with our clients,” Wight said.
Fick and Wight both like to “lead from the heart” and genuinely listen to what a client wants and from there, are able to guide them in the right direction.
Being in a predominantly male industry, Fick and Wight have both found difficulties being female financial advisors, but both agreed that “women tend to make more of the financial decisions and they seem to prefer to work with a female advisor when possible.”
“It has never held me back and I feel I have earned respect in my career,” Fick said.
Along with Financial Life Planners, Fick has written a book, “The Sisterhood of Money,” in which told the stories of some of the women she has advised over the years and how they navigated the world of personal finance using composite characters.
“I didn’t write it to necessarily be a New York Times bestseller, but to be a calling card that opened conversations,” Fick said. During the pandemic, Financial Life Planners encountered hurdles at first, but with Zoom interviews and team meetings, the company ultimately thrived.
“Most importantly, I think our clients really discovered the true impact and difference it makes in their portfolio to have active management and professional advice,” Wight said.
With more people coming to the realization that they need financial help, Financial Life Planners “next phase” is to offer that support through a radio show at KTAR on Saturday and Sunday nights.
“Financial Life Planners has grown tremendously through the pandemic, and we plan to help more people and expand our business greatly,” Fick said.