Seven Two Advisors

Serves Asheville, NC

35244

Hired 1 time

1 employee

6 years in business

Not yet available

5.0

This pro accepts payments via Cash, Check, Credit card, PayPal, Stripe, and Venmo.

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Credentials

License

License Holder: Patrick Holmes
License Type: Investment Adviser Representative (NC)
License number: #7028493
License verified on 6/24/2024
Valid through 6/24/2026
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Background Check

Patrick Holmes
Completed on 6/23/2024

Introduction

We’re here to help you navigate the complexities of your financial life from Basic Personal Finance to Advanced Retirement Planning. Build your financial IQ, secure your financial future, and leave a legacy more than a number. We will do it for you or answer your questions to help you build your own financial plan. We offer a basic strategy session for 60 minutes for $75 and additional services can be determined as needed during that conversation. Learn How to Financial Plan On Your Own with Patrick Holmes, Author of “Divided Money,” A Self Help Guide to Building Wealth, Beating the Financial Industry & Government, and Practical DIY considerations. Available for purchase after strategy session. ($20) Consulting and Education provided by Seven Two Advisors. Financial Advisory Services and Portfolios Offered by Portfolio Medics, an SEC Registered Investment Advisor. Seven Two Advisors and Portfolio Medics are not related.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Depends on services

What is your typical process for working with a new customer?

Meet and Greet, discuss personal values and goals. If we align, move forward with next steps.

How did you get started doing this type of work?

10 years financial services experience beginning at a local credit union and grew from there. Background education from Certified Financial Planner programs, Accredited Financial Counselor program, Mortgages, Insurance, Real Estate courses. Well rounded background to meet any financial topic need.

What types of customers have you worked with?

Individuals accumulating retirement funds and retirees putting together asset distribution strategies. Business owners looking to retain top employee talent through employee wellness programs and group benefits.

Describe a recent project you are fond of. How long did it take?

Average preliminary meeting is 1 hour.

What advice would you give a customer looking to hire a provider in your area of work?

Read my book “Divided Money” first

What questions should customers think through before talking to professionals about their project?

Are you working with the correct financial professional for your needs? For example, Tax planning vs Tax Preparation. Financial Planner vs Annuity Salesman. Many Financial Professionals out there and you must determine who fits your needs best.