3 Pointe Drive
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Most people and even financial advisors think of financial planning as a 100-page "one and done" document that you get after several meetings together and that document can predict how your financial life will "play out" all the way until your end of life. Telling you that your life will play out exactly as it appears as long as you make the recommended adjustments and never needing to re-visit the report would be nice, but lets be honest that is NOT how life works.
As fiduciaries, we realize your life will continuously evolve with unlimited changes along the way and we understand that your financial plan should be an on-going process that evolves and changes with you. Your financial plan is a living an breathing blueprint that lays out the foundation and steps to guide you on your path forward. It takes notice of changes and adjustments you need to be aware of in order to give your self the best possible chance of realizing your financial goals.
Our financial planning services include services such as:
SEE WHY OUR PROCESS IS DIFFERENT FROM OTHERS - OUR PROCESS TO PLANNING
VIEW A SAMPLE ESTATE PLANNING REPORT
WHAT IS THE CERTIFIED FINANCIAL PLANNER™ CERTIFICATION
ETHICAL DUTIES OF CFP® PROFESSIONALS