20130 Lakeview Center Plaza,
Change is hard. Many people resist change even when they know that it is for their own good. To ensure that our clients stay comfortable throughout the entire planning process, we take baby steps. The first step is merely committing to taking action on a financial plan. Once the client is comfortable, we work on implementing one action at a time until all of their needs are addressed, and the whole strategy is in place.
Whether you are looking for someone to show you strategies on how to improve your financial situation – or you simply want a game plan to maximize what you are currently doing – we can help.
To help women with their financial planning, we go through a four-step process.
We want to understand every client’s unique situation, so we spend time learning your attitudes toward money. Why? Those feelings will ultimately determine what influences your financial decisions.
We gather documents and examine your financial situation to develop a clear picture of your needs, assets, liabilities, and risk tolerance.
We design a financial strategy that meets your needs now, and your needs in the future. Not everyone has the same needs or wants, so your plan of action is tailored specifically to you.
By periodically assessing how your strategy is going, we make adjustments and keep your plan on track.