From First Conversation to Long-Term Plan- Here’s How We Work

Today, Sean walks through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We'd rather show you.

Apple PodcastsSpotifyTuneIniHeartRadio

A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, Sean walks through what it actually feels like to work with a firm- from the first conversation to ongoing guidance- so you know what to expect. Every firm can tell you what they do. We’d rather show you. If anything we talked about today sounds like the kind of relationship you’ve been looking for, let’s have a conversation.

Here’s what we discuss in this episode:

🧭 Planning First: Why investments come second

🎯 Defining Goals: Understanding what matters most

💬 Better Questions: Looking beyond risk questionnaires

🔄 Life Changes: Keeping plans aligned over time

🤝 Ongoing Guidance: Decision-making beyond investments

Go inside the episode: 

0:00 – Intro

1:05 – How We’re Different

2:00 – Planning vs Investment Firms

2:51 – Long-Term Relationship Building

5:10 – Exploring Risk Tolerance

7:23 – Communication

8:52 – Fees

10:28 – Plans Evolve Over Time

12:11 – AI & DIY Financial Planning

15:25 – Complimentary Call with Sean

Looking Back From The Mountaintop

MORE EPISODES

MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

LEARN MORE

Questions for Sean?

GET IN TOUCH

MORE WAYS TO CONTACT

(801) 639-0095

slee@erg-slc.com

Facebook

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.