Go confidently in the direction of your dreams… Live the life you imagined
Together, alongside your team of experts, we will define where you are currently and where you would like to go. We understand your goals and priorities are unique to you and your family; let us help build a financial plan to reflect these important details, at every life stage. We thrive on encouraging you to enjoy the wealth you have worked so hard to build while at the same time, being able to protect it.
What is involved?
This process will commence with a fact finding session. Your Financial Advisor will take the time to understand your full financial blueprint, and will take note of what goals and aspirations you have in mind for the future. This discovery session, including a personal analysis, will help build a foundation for your financial plan recommendations.
Formulating a Plan
Allow the representatives at Strategic Financial Partners to act as a personal financial advocate and construct a plan that is distinctly unique. Please know our goal is to give you a feeling of financial confidence; together we would like to help you achieve your definition of financial security for the future.
How do I know if we are still on track?
We live in a dynamic environment. Naturally, as time goes on, you will fine tune your goals and priorities. To stay aligned with your ever changing environment we will meet with you on an on-going basis to continually calibrate your plan.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.