We believe that every client relationship begins with a plan. Our financial planning process starts by focusing on your:
We help you grapple with issues you’ve wondered about – and will probably raise some that you haven’t thought of.
Once identified, we’ll help define a path that can help you achieve your goals. We present the alternatives available to you, answer your questions, and explain the potential ramifications of your alternatives. Depending upon your stage of life, your requirements may vary. As a result, you may need a financial plan that will change as you move through life.
After we work with you to develop a financial plan, you may decide to work with us to manage your assets. We offer two options for investment management: a fully Customized Portfolio, or a Digital Investment Management solution that enables you to manage your investments, based on a portfolio allocation model that we design.
Included in your financial plan will be a list of Next Steps to implement the alternatives you select. If you would like assistance with implementation, we offer this service for a fixed fee depending upon complexity..
We offer two options for managing your investments:
Financial Connections can fill the role of your chief financial consultant. Finances cover a range of professions. We can serve as the conduit to help keep the activities moving in the same direction toward the goals in your financial plan.
As you transition into the next phase of your life, we share our knowledge and experience by:
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No Hidden Costs. No Referral Fees. No Commissions.
As a fiduciary, we put our clients' interests first. Our compensation comes exclusively from you. If we don't directly provide a particular service, we can serve as a resource for referrals to other professionals.Download the fee schedule Download Disclosure Form ADV Part 2