Principles-Based Financial Planners
The advantage of being
We are a Principles-Based Financial Planning firm. Unlike the rest of the planning industry, we help our clients retain control and use of their money throughout their lifetimes.
We educate our clients about principles that lead to financial freedom. We give our clients a clear roadmap for success that does not involve financial fortune telling, but is grounded in what has and always will lead to financial freedom…principles.
Putting Trust In Principles - Not Predictions
While most of the financial planning world bases their recommendations on faulty predictions of the future, we base our planning on five powerful foundational principles. These proven principles help clients take control of their financial future. They provide them with a criteria or filter, through which they will make numerous financial decisions.
We don’t sell products. We sell principles. We don’t manage assets. We teach people the principles of becoming true investors. You see, it’s not financial products that lead to financial freedom, it’s learning and applying correct principles.
A Plan That Works
Under the Most Circumstances
Our principles-based financial planning helps position clients so that they have the greatest chance of success. The best financial plan is the one that works under most circumstances, not just ideal ones. This means the principles relating to saving and protection are the foundation of a plan. Because life has a tendency to throw us curveballs, we want our clients to be in the best position they can be to deal with whatever happens.
Planning that helps you grow from where you are
On a personal level, Kyle has a “no pressure” style that makes him very easy to communicate with. I am confident that when he advises something, it is always in the best interest of my family. I would recommend Kyle to anyone seeking to gain better control over their financial situation.”
Kyle has been an incredible resource. He has conducted himself with incredible character and sensitivity as he has handled our financial planning.”
In 8 years I have seen a real estate bubble burst and the great economic recession and haven’t been worried about my financial assets at all. Instead I’m only looking for opportunities to grow my balance sheet, but most important, understanding what is causing the forces in the economy."
Kyle was able to answer complicated and in depth questions regarding his recommended products. He provided services in a friendly, professional, and confidential manner. He has been available to answer additional questions throughout the year and we look forward to our annual meetings.
I have confidence in his qualifications, capacity, and expertise. I have recommended and will continue to recommend colleagues, family, and friends to seek his services.”
As I’ve furthered my understanding of money, I have also added resources to assist my family. These resources are people that I rely on for educated and strategic advice. I have made my choices of team members based on certain philosophy and principles about wealth building that I know to be true. I recommend that you invest an hour of your valuable time with Kyle Christensen. He has been an instrument in helping me understand more clearly various money decisions I’ve had to make over the past year. I’m always impressed with his ability to analyze various situations and come to conclusions. He takes the time to find out and explain things in ways that make sense. He makes sure that he understands what you want the outcome of your financial decisions to be.”
Can people succeed without Unique Advantage? Of course! However, I feel U.A. can enhance anyone’s plan and provide them with opportunities and the knowledge to be more successful than they could be without U.A..”