Get Clear
Gain Confidence
Achieve your Goals
For Many Finances are Complex, Confusing and Challenging.
WITHOUT a plan you might:
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Struggle to make the "right" financial decision.
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Remain unclear of where you are and the path ahead.
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Make costly Mistakes
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Not Make Progress
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Constantly Worry About making the Wrong Decision.
You were designed for more!
We Do Our Best Work For Those Who Are:
Christians
That way you won't be mad, when I randomly toss out a "Praise the Lord"
Value Planning
Looking for a short term-engagement to create a plan, not just invest.
Future Oriented
Because you have more fulfilling purposes to achieve in life.
Financial Planning will help you:
Gain a Holistic Understanding
We'll unpack every facet of finances, and help you get clear on where you are and where you want to be.
Clarify your
Goals.
A lot of people struggle with the answer of "what do you want'. We'll help you formulate some of that and get you moving forward.
Have a
Roadmap
You'll be heading in the right path, aware of the obstacles to avoid, and make progress towards your goals.
Your Path to A Plan:
While I am a CERTIFIED FINACNIAL PLANNER®, I'm also keenly aware how intimidating and concerning it might be to engage with a financial professional.
Thus, we try to make it easy to work with us. It's as simple as 1, 2, 3...
01.
Schedule a Conversation
02.
Create a
Financial Plan
03.
Achieve your
Financial Goals
The True Wealth Difference
What You Get:
Transparent Pricing
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Customized Financial Advice
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Fiduciary Financial Advisor
We Will Never:
Charge Hidden Fees
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Recommend Cookie-Cutter Solutions
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Hide Conflicts of Interest
āā“At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.”
~ CFP Board