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What We Believe

What We Believe

We believe that the Mission of our business and our lives must begin with searching out the answer to the question “WHY”.  Likewise, our clients’ business and financial planning must also begin with answering the question of “WHY.”

  • Why do I exist?  What is my purpose?
  • Why does my business exist?  What is its purpose?
  • Why have I/we been blessed with so much and how can I/we maximize the impact of all that has been entrusted to us?

Why We Exist

Genesis Advisors exists to help our clients gain further clarity on their personal mission & vision so the management of their business and financial affairs can be optimized, leveraged and better aligned with their Mission & Vision.  Planning is soul searching before it is mechanical.  When done properly, with more time focused on the “Why” than the “How”, planning is much easier and the impact is greatly increased.

Genesis Advisors exists to help its clients be the most effective stewards possible over all that has been entrusted to them by identifying:

  • The purpose of their life;
  • The purpose of their business and their wealth and its potential Impact;
  • How to leverage their remaining time, unique talents & accumulated treasures for the most good and the greatest impact;
  • How to adequately mentor and prepare your heirs for their inheritance so as to bless and not harm them; and
  • How to transition a life of financial success to greater personal significance and maximum Impact.

Location

10150 Lantern Road,
Suite 175
Fishers, IN 46037

Contact

Email: Julie Graham 
Phone: 317-577-6900

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