Company Philosophy

From the President: Becky Keenan

I realized very early in my career that people were not addressing life planning. Most people had made efforts toward a plan; a will, life insurance, several investments scattered around, perhaps a 401-k and a few vague goals. However, if questioned, they did not know when they could retire, what they would do if they lost their job, lost a spouse, became incapacitated, or found themselves in the middle of a divorce. They had never considered how an unexpected change or transition in their life would affect them financially.

A life plan is more than accumulating wealth, investment choices, interest rates and investment returns. Having confidence in your finances is the result of having a well thought-out plan in which discipline and professional advice are the foundation of every investment decision. It requires an approach designed to ensure rational planning not emotional decision-making. Most important a process that integrates all areas of an individual's life including finance, employment, relationships, physical and emotional well-being.

Our philosphy at Network Financial is based on the idea that the most successful and satisfying retirement experiences result from a series of thoughtful, future focused decisions made throughout one's life.

Your first meeting:

At Network Financial, we work on the premise that the best financial plans are not developed in a silo, but rather a substantial part of a well thought out life plan. Our Lifeplans by Design Six Step Process emphasizes a holistic approach to balancing the multiple aspects of life. During our first meeting we will examine where you are now in your life plan and help you build a path toward your future goals.