Former Air Force member John W. Exner started Total Financial Picture™ Wealth Strategies in 2004 after transitioning from the Air Force to a financial professional. His company draws on customer feedback and encourages those he serves to examine their personal financial situation.
“[Total Financial Picture™] provides holistic and comprehensive financial planning services to guide the improvement of our clients’ current financial reality,” said Exner.
Based on this feedback, Total Financial Picture™ has composed a series of educational pieces called the Consistent Customer Experience to help customers identify and develop a financial plan for themselves and their families. By focusing on client feedback and needs, Total Financial Picture™ provides unique, individualized and targeted advice to its clients, a quality that sets it apart in the industry.
“We’ve found that most of those looking for financial improvement don’t have an overview of their finances in order, primarily because they don’t have a written strategy that coordinates the seven elements of financial planning. “, explained Exner.
Since incorporating this educational material into his guidance and emphasizing clear plan steps, he has received a positive response, indicating that clients seem to benefit greatly from the information provided. Exner and some of its employees are fiduciaries, meaning they are obligated to advise their clients for their benefit rather than to advertise a certain product or service, ensuring that clients receive the best advice on how to manage their finances.
“Of course, we all want to be as optimized as possible, but that doesn’t happen by accident,” Exner said. “It takes a coordinated effort to benchmark your current financial reality to identify strengths, weaknesses, and opportunities.”
Total Financial Picture™ also offers second opinion financial reviews to further improve the financial situation of its clients and develop the best plan for the individual or family.
“Total Financial Picture™ Wealth Strategies is a veteran-owned financial planning team with over 100 years of combined experience in the financial services industry,” Exner said.
Total Financial Picture™ is made up of five employees and serves 112 individuals and their families. It charges a fixed fee for financial planning services.
For more information about Total Financial Picture™, visit www.totalfinancialpicture.com or contact Exner at 703-343-6878 or [email protected]