{"id":2218,"date":"2022-09-22T07:42:15","date_gmt":"2022-09-22T07:42:15","guid":{"rendered":"https:\/\/viawealth.com\/?page_id=2218"},"modified":"2022-10-13T20:28:56","modified_gmt":"2022-10-13T20:28:56","slug":"the-finlife-client-experience","status":"publish","type":"page","link":"https:\/\/viawealth.com\/the-finlife-client-experience\/","title":{"rendered":"The FinLife Client Experience"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"2218\" class=\"elementor elementor-2218\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-25b65bd7 elementor-section-full_width elementor-section-height-default elementor-section-height-default\" data-id=\"25b65bd7\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3f9daa87\" data-id=\"3f9daa87\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1f5869aa elementor-widget elementor-widget-pdm_page_intro\" data-id=\"1f5869aa\" data-element_type=\"widget\" data-widget_type=\"pdm_page_intro.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"page-intro-w no-image\" >\n            \n            <div class=\"os-container\">\n                <div class=\"page-intro\">\n                    <h1><strong>The FinLife <em>Client Experience<\/em><\/strong><\/h1>                                    <\/div>\n            <\/div>\n        <\/div>\n\n\n        \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-377a596 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"377a596\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-3f82249\" data-id=\"3f82249\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-483d6f4 elementor-widget elementor-widget-heading\" data-id=\"483d6f4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h3 class=\"elementor-heading-title elementor-size-default\">The Finlife Experience<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fb74064 elementor-widget elementor-widget-text-editor\" data-id=\"fb74064\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p>Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach FinLife\u00ae takes to goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-bbef6a5\" data-id=\"bbef6a5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-aea52e7 decorated-link elementor-widget elementor-widget-image\" data-id=\"aea52e7\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 26-03-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/2_TheFinLifeExperience_2_FinancialLifeManagement_Video_FLP-Explainer-for-use-by-FLP-to-Clients.mp4\" class=\"venobox-item\" data-vbtype=\"video\" data-maxwidth=\"800px\" data-autoplay=\"true\">\n\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/finlife-thumb.ded17374.jpg\" class=\"attachment-large size-large wp-image-2236\" alt=\"\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/finlife-thumb.ded17374.jpg 800w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/finlife-thumb.ded17374-500x281.jpg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/finlife-thumb.ded17374-768x432.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6049f1e elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6049f1e\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-b6a0d42\" data-id=\"b6a0d42\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-35f01a9 decorated-link elementor-widget elementor-widget-image\" data-id=\"35f01a9\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/3_MoneyMind_3_MoneyMind_Video_FLP-Discover-MoneyMind-4_22_20.mp4\" class=\"venobox-item\" data-vbtype=\"video\" data-maxwidth=\"800px\" data-autoplay=\"true\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"562\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg\" class=\"attachment-full size-full wp-image-2235\" alt=\"\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg 1000w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-500x281.jpg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-768x432.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-7971c2c\" data-id=\"7971c2c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-6ef5e2e elementor-widget elementor-widget-heading\" data-id=\"6ef5e2e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">MoneyMind<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-cc309bb elementor-widget elementor-widget-text-editor\" data-id=\"cc309bb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>MoneyMind\u00ae helps you understand how you and your loved ones relate to money.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-bb71a4d elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"bb71a4d\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-661ba28\" data-id=\"661ba28\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c34a203 elementor-widget elementor-widget-heading\" data-id=\"c34a203\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">HonestConversations<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-40ed07c elementor-widget elementor-widget-text-editor\" data-id=\"40ed07c\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>The HonestConversations\u00ae exercise helps focus you on the intersection between what matters to you and what you can control.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-e7f114c\" data-id=\"e7f114c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b9ac6a3 decorated-link elementor-widget elementor-widget-image\" data-id=\"b9ac6a3\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/4_HonestConversations_4_HonestConversations_Video_FLP-Discover-HonestConverstions-4_22_20.mp4\" class=\"venobox-item\" data-vbtype=\"video\" data-maxwidth=\"800px\" data-autoplay=\"true\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"562\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg\" class=\"attachment-large size-large wp-image-2235\" alt=\"\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg 1000w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-500x281.jpg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-768x432.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3b1ed89 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3b1ed89\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ee3496d\" data-id=\"ee3496d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-f1dac64 decorated-link elementor-widget elementor-widget-image\" data-id=\"f1dac64\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/5_InvestmentViewfinder_5_InvestmentViewfinder_Video_FLP-Discover-InvestmentViewfinder-4_22_20.mp4\" class=\"venobox-item\" data-vbtype=\"video\" data-maxwidth=\"800px\" data-autoplay=\"true\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"562\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg\" class=\"attachment-full size-full wp-image-2235\" alt=\"\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg 1000w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-500x281.jpg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-768x432.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-a2266f7\" data-id=\"a2266f7\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-057266a elementor-widget elementor-widget-heading\" data-id=\"057266a\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">InvestmentViewfinder<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7b199fb elementor-widget elementor-widget-text-editor\" data-id=\"7b199fb\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tThe InvestmentViewfinder\u00ae helps educate and guide you, leading to collaborative conversations about your goals and preferences.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-84cfce8 elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"84cfce8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-2153cfb\" data-id=\"2153cfb\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-566485e elementor-widget elementor-widget-heading\" data-id=\"566485e\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">GuideCenter<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1bb916 elementor-widget elementor-widget-text-editor\" data-id=\"c1bb916\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tGuideCenter\u00ae is a dynamic, easy-to-use online portal that helps you engage with your advisor to manage your financial life anywhere, anytime.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ddf44e9\" data-id=\"ddf44e9\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8068933 decorated-link elementor-widget elementor-widget-image\" data-id=\"8068933\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/8_GuideCenter_8_GuideCenter_Video_FLP-Discover-GuideCenter-4_22_20.mp4\" class=\"venobox-item\" data-vbtype=\"video\" data-maxwidth=\"800px\" data-autoplay=\"true\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"1000\" height=\"562\" src=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg\" class=\"attachment-large size-large wp-image-2235\" alt=\"\" srcset=\"https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1.jpg 1000w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-500x281.jpg 500w, https:\/\/viawealth.com\/wp-content\/uploads\/2022\/09\/money-mind-video-1-768x432.jpg 768w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>The FinLife Client Experience The Finlife Experience Gaining clarity about your intentions and commitments is the first step to living the life you want. The unique approach FinLife\u00ae takes to goal-based investing focuses on the [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"coauthors":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The FinLife Client Experience - ViaWealth<\/title>\n<meta name=\"description\" content=\"FinLife\u00ae goal-based investing focuses on the importance of you and your financial advisor understanding the life you want to live.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/viawealth.com\/the-finlife-client-experience\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The FinLife Client Experience - 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