At Partners in Financial Planning, our ideal financial planning client demonstrates the following values in a partnership with us.
Values Professional Advice, Counsel, and Guidance to help you succeed in attaining your personal and professional goals in life.
Values Saving to maintain focus on long-term investment management.
Values Delegation to a team of professionals with years of experience and knowledge.
Values Financial Security, investing in their entire financial life planning that affects daily living.
Values Communication that is open, honest and regular to ensure your needs and goals are met.
Values Our Process to a coordinated and comprehensive planning approach.
Values Commitment to pursuing their own personal and financial life goals.
Values Relationships that are authentic, caring and in everyone’s best interest.
Values More Than Numbers on a balance sheet but a holistic approach for guidance in all of life’s planning and decision-making.
Values Healthy Life both personally and financially by living with purpose and the desire to make a positive difference in the lives of others.
If you hold these values, we would love to hear from you today.
Schedule a FREE 15 minute phone call with Senior Financial Advisor Rich Bryan to see if we would be a good fit (Retainer only. We do not offer hourly planning).