Financial Planning Booklet

We tackle the details that make a DIFFERENCE. goodlifefinancialnova.com

About Our Company You know you should get around to trust to help you do the things you it, but between work, travel, family, know you should do with your career and household obligations, finances. We have the time, education finding time to tackle your finances and expertise to take care of those isn’t easy. Even with so much at essential tasks that can help protect stake, financial planning often gets your loved ones, plan for retirement, put on the backburner. At Good Life and invest wisely. We work with you Financial Advisors of NOVA, we to put together an action plan to understand that it’s sometimes hard take care of the things you just don’t to know where to begin, or who to have the time to do on your own. We want to see you live the life you envision - and take the worry out of financial planning. Connect With Us Office/Fax: (703) 214-2112 [email protected] 1727 King Street, Suite 310 Alexandria, VA 22314 www.goodlifefinancialnova.com

These relationships of trust empower us to work alongside you to help identify and solve your problems and pursue your goals. Our Philosophy Our Values We believe that financial planning Integrity. Trust. Empowerment. comes down to three critical questions: Ability without integrity is nothing. At 1. Will I make it? Good Life Financial Advisors of NOVA, 2. What are my blind spots? we believe that Integrity is the bedrock 3. And what is my “it”? (That is, what is upon which everything else is built. Trust is something that is earned, it is not important to me?) given. When you hire a financial advisor, you’re hiring someone to help you with Answering these essential questions can one of the most personal aspects of your be time intensive and requires special- life—your money. We work hard every ized training and resources. Sometimes, day to deserve the trust that our clients the lack of time can prevent busy have instilled in us. By treating each people from taking care of financial client with this high standard of personal matters. We dedicate our time, training care, we live our commitment to serve and tools to help you find answers to with integrity every day. these core questions—and put you on a path for financial peace.

BLEED MARGINS Our Process TRIM LINE SAFETY MARGIN What we do at Good Life Where are you NOW? Financial Advisors of NOVA It is important to understand where you may not be unique. How we are at this very moment. We will help you do it is. We’ve developed a establish the exact point you are at in your process to simplify what can financial journey. seem a complex topic… Developing GOALS is critical. financial planning. It all Many of us are so busy building, we never comes down to four simple fully understand where we are going.Our letters: N.G.P.S.SM and team will work with you to develop your revisiting those letters often goals, and to prioritize those goals. The fact is, we all have PROBLEMS. The good news is, many problems can be overcome with correct planning. We will work with you to understand the unique problems present in your financial life. STRATEGIES should be self-evident. We will work through this process and show you independent strategies.

BLEED MARGINS TRIM LINE Financial PlanningSAFETYMARGIN Everyone has a dream of what they want their life to look like. Whether your dream is to retire and travel the world, to save enough for your children’s college tuition, or to pass your wealth on to future generations, we want to help you turn that dream into a reality. This is where financial planning comes in. We’ll consider where you are and where you want to go, then create a roadmap to help get you there. A Holistic Perspective Considering your entire financial future may feel overwhelming. What’s your time horizon? How much risk are you comfortable with? Maybe you need to balance short-term goals, such as buying a home, with long-term goals such as retirement. Personalized Plans No two financial plans are the same, because no two people are the same. We understand that finances are personal. That’s why we take the time to get to know you and create your personalized plan. Expecting the Unexpected Life is full of unexpected twists and turns. Your priorities may shift as you grow older and hit new milestones, or events you hadn’t anticipated may cause you to alter your plans. We’ll be your partner throughout it all to help you keep an eye on your finances and make any change recommendations as needed.

About LPL Financial • LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. • The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. • Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com. Good Life Financial Advisors of NOVA Office: (703) 214-2112 Fax: (703) 214-2112 1727 King Street Suite 310 Alexandria, VA 22314 goodlifefinancialnova.com 7, 66, Life and Health [email protected] Financial Advice | Retirement | Investments | Insurance Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors of NOVA and Good Life Advisors, LLC, are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, DE, DC, FL, IL, KY, MD, MA, NE, NC, PA, SC, TN, TX and VA. © Copyright 2020 Good Life Financial Advisors of NOVA

Are We A Good Fit? At Good Life Financial Advisors of NOVA, we understand that it’s sometimes hard to know where to begin, or who to trust to help you do the things you know you should do with your finances. We have the time, education and expertise to take care of those essential tasks that can help protect your loved ones, plan for retirement, and invest wisely. If you think we’re a good fit for you, reach out today for a complimentary consultation. (703) 214-2112 [email protected] We want to see you live the life you envision - and take the worry out of financial planning. Connect With Us Office/Fax: (703) 214-2112 [email protected] 1727 King Street, Suite 310 Alexandria, VA 22314 www.goodlifefinancialnova.com

About LPL Financial • LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. • The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. • Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com. Good Life Financial Advisors of NOVA Office: (703) 214-2112 Fax: (703) 214-2112 1727 King Street Suite 310 Alexandria, VA 22314 goodlifefinancialnova.com 7, 66, Life and Health [email protected] Financial Advice | Retirement | Investments | Insurance Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Financial Advisors of NOVA and Good Life Advisors, LLC, are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, DE, DC, FL, IL, KY, MD, MA, NE, NC, PA, SC, TN, TX and VA. © Copyright 2020 Good Life Financial Advisors of NOVA