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This same principle applies to your financial priorities. Often your most deeply held aspirations and values – the ones that should be driving your financial plans and strategies – are clouded by the complexity of everyday life.
But by stripping away the old beliefs and preconceptions that build up over time, you can focus on goals that matter with a clear sense of purpose.
This is the basis of our approach to wealth management. After many years in the financial services industry, we’ve found that client successes come from successfully uncovering your most essential goals, and pursuing them through a structured and actively managed financial strategy.
It’s about attaching a deeper significance to financial decisions and applying financial resources to the goals that matter to you. This is how you achieve meaningful growth.
We routinely help clients reach goals they used to see as impossible. You don’t know what you can achieve until you clear away all your assumptions.
Too often financial advice is formal and overly technical. We work to provide a warm and open environment where the focus is on making progress toward clear goals.
There are endless places you can turn to for information and opinions. If you’re looking for advice specifically for you, it should be conflict-free and unquestionably in your best interest.
Progress without planning is unlikely. There is a path to every goal, but it takes discipline to find it, follow it and stay on track.
Over the past 17 years, Matt Meline has been providing financial planning services to a select group of families. He has worked closely with professional executives and business owners to deliver a broad range of wealth management services. He has led numerous advisory teams and has served as a “coach” to new professionals.
During a period of transition in his life, Matt completed a unique program aimed at rediscovering core values and it opened his eyes to the possibility of redefining the advisory process for his clients. In 2019, he launched PrairieFire Wealth Planning with a vision for delivering an analogous experience for clients in the wealth management space.
Matt holds a Bachelor’s degree in Finance from the University of Northern Iowa and is a CFP® professional. He lives in Norwalk, Iowa, where he and his wife, Lisa, are now becoming empty nesters after raising four children.
*Source: Des Moines Business Record, “40 Under 40”, 2007. The award is based upon a recipient’s application and not upon any qualitative and quantitative criteria relating specifically to one’s position as a Financial Advisor. As such the award is not representative of any client’s experience nor is it indicative of the Financial Advisor’s future performance. A panel of judges reviews the applications which include, among other things, community service, professional goals and leadership. The Houston Business Journal does not accept a fee in exchange for the rating.