Meet Alison Howells: Your Partner in Financial Clarity
Introduction
Does planning your financial future feel like putting together a puzzle with half the pieces missing? You’re not alone. I’m Alison Howells, a Financial Services Representative with ABC Financial Group, and my mission is simple: to pull back the curtain on what working with a financial professional should really feel like—clear, collaborative, and centered around you.
B. My Journey into Finance
It Started With a Simple Goal: Helping People
I still remember watching my parents worry over retirement savings when I was in college. Seeing them second‑guess every decision inspired me to dive into finance—not for the numbers, but for the people behind them. Over the past 12 years, I’ve built my career on one guiding idea: when you feel confident about your money, you can focus on what truly matters—family, career, adventures, whatever your goals happen to be.
C. What Does a Financial Services Representative Actually Do?
Beyond the Jargon: What Our Partnership Looks Like
Think of me as your financial GPS. I help you pick the best route, warn you of traffic jams, and reroute you if life takes an unexpected turn. Here’s how that plays out in real life:
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Creating a roadmap so you can retire with confidence. We’ll set clear milestones and revisit them as your life evolves.
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Building a smart investment strategy that aligns with your life goals. No one‑size‑fits‑all portfolios here—your investments will reflect your priorities and comfort level.
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Designing a savings plan for major milestones—home down payment, college tuition, your dream vacation. We break big goals into manageable steps.
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Protecting what matters with insurance reviews. From life insurance to disability coverage, we make sure you’re covered when life throws curveballs.
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Tax‑efficient strategies to keep more of what you earn. We look for legitimate ways to minimize taxes today and down the road.
D. My Financial Philosophy
My Guiding Principles for Your Financial Success
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Education First. I believe you should understand every recommendation I make. My job is to empower you—not just hand you a plan.
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Life, Then Finance. We don’t begin with numbers; we begin with your dreams, worries, and values. Your financial plan is a tool for living the life you want.
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A Long‑Term Partnership. This isn’t a one‑and‑done transaction. As you buy a home, have a child, or switch careers, I’ll be here to adjust your plan so it always fits.
E. Who I Help
Helping Growing Families Navigate Their Financial Journey
I specialize in working with busy professionals and couples in the Austin, Texas area who want to balance saving for retirement, funding a college account, and still enjoying life today. Take “David and Maria,” for example: they came to me juggling a 401(k), a toddler’s education fund, and dreams of a European vacation. Together, we crafted a plan that let them invest smartly for retirement, automate college savings, and set aside a monthly “fun fund”—all without feeling overwhelmed.
F. FAQ: Common Questions I Hear
What’s the first step to working with you?
We start with a friendly, no‑obligation introductory call. I’ll ask about your goals and concerns, then outline how we can work together—no sales pitch, I promise.
How are you compensated?
Transparency is key. I’m paid through a combination of fees on assets under management and flat planning fees. We’ll discuss what makes sense for you up front, so there are no surprises.
Do I need to have a lot of money to work with a financial advisor?
Not at all. Whether you’re just starting out with a few thousand in savings or have a substantial portfolio, I tailor my services to fit where you are today.
What makes you different from other advisors in Austin?
I blend personalized education with proactive service. You’ll always talk to me directly—not an assistant—and you’ll leave every meeting feeling more knowledgeable and in control.
G. Let’s Get Started
If you’re ready to replace financial stress with financial clarity, I invite you to schedule a complimentary, no‑obligation introductory call. It’s just a simple conversation to see if we’re a good fit. Choose a time that works for you here: [Book Your Call on Calendly].
Alison Howells, CFP®, ChFC
Financial Services Representative, ABC Financial Group
📞 (512) 555‑1234 | ✉️ alison.howells@abcfinancial.com
🔗 LinkedIn: linkedin.com/in/alisonhowells
