Financial Planning Done Differently: Maintaining Control (Denali NP, AK)

Control in Financial Planning

Location: Denali National Park, Alaska Financial Planning Done Differently – Episode 6

A Clear Day in Denali

Hey, I’m Robbie with Matterhorn Financial Planning. I’m here at Denali National Park, and that’s Denali behind us. It’s been a clear day, and we’ve had a great view the entire time—which is lucky, and it’s absolutely beautiful.

Today’s Topic: Control

This episode is all about control in the financial planning process.

Your Money, Always Under Your Control

Here’s how we do things:

I never take discretion over your assets.

That means:

-I don’t have control over any of your money.

-I don’t make trades on your behalf.

-I don’t withdraw funds from your accounts—not unless it’s pre-approved by you and set up that way by you.

Where Your Money Lives Is Up to You

You maintain full control of everything, at all times.

-Want to keep your money in your 401(k) or at your current custodian? Totally fine.

-I can help you get things set up at a custodian where I can view the account, but that’s optional.

-It doesn’t matter to me where your money is held. What matters is that you remain in control.

Support Without Overreach

If you need help:

-I can screen share with you.

-I can give you instructions.

-I’ll do whatever you need to assist.

But the key point is:

You’re always the one in the driver’s seat.

You're the one making the moves, so you always know what’s happening with your money.

Empowered Decision-Making

This approach:

-Aligns with how you make decisions

-Supports your learning and education

-Helps you implement your financial plan yourself

There’s never any pressure to do it one particular way, because it’s your plan, your decision.

Final Thought

Everything stays in your control. Always.

Thanks.