Our perspective of client relationships is entirely different than typical accountants, financial advisors or coaches. At Votum we view our clients as ship captains who hire us to journey with them in navigating the financial seas of life. The role of the captain is to decide where they want to go and our job is to figure the best course (Financial MAP) to get there.
Why Hire a Financial Navigator?
The Essentials of Setting a Course
STEP 1) ASSESS
You can’t get to where you want to be if you don’t know where you are. Our first step is to assess your current financial reality
STEP 2) IDENTIFY
Without identifying goals it’s impossible for your life to have direction and often people end up going nowhere. Our second step is to identify life destinations.
STEP 3) CHART
Once we know you and where you want to go, we can chart the best way to get there and prepare for the journey. Course corrections are inevitable in life, but proper planning ensures that you safely arrive are your destination.
The Essentials of a Financial MAP
MAP is an acronym for Management, Accounting, and Planning, all of which are fundamental skills of accounting. A complete Financial MAP is required for navigating the financial seas of life.
Management focuses on bookkeeping, controls and budgeting to develop financial management skills, which are the foundation of all plans.
Accounting provides measurement and accountability to the Financial MAP. Accurate tax returns and financial statements give the assurance needed for charting a true course.
Planning identifies short term goals and objectives that will set you on a true course to your destination.