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Achieve your lifestyle goals
You have a vision for your life and how you want to live it. Join us at one of our events to see how we can help you turn your vision into reality.
What does the term “Financial Planning” mean for me?
It used to be that a “financial planner” was someone who simply managed your investments. Well, times have changed, and we think our clients deserve more. We help organize and simplify the complex by providing financial planning for all of life’s needs including retirement, investments, taxes, estate and insurance.
Located in Chesterfield, Virginia, we serve the Richmond metro area and beyond. We provide customized advice and planning solutions all based on our clients’ ideal “Perfect Day.” When we sit down with you, we’ll learn about your goals for life – your dreams of how it should be. We’ll then create a financial and investment plan to help toward living life how you envision.
We understand the clients who hire us are busy people! Between career, family and service, they just don’t have a lot of time left over. That is why we have made the steps to work with us straightforward and simple.
01. SCHEDULE
Arrange a call with us to discuss your situation. We are excited to meet you and learn about your goals! There is no homework prior to your call; we will take it from here!
02. ENVISION
We’ll meet in person to discuss your goals and concerns in more detail. We’ll share how we can help you and together decide whether we should move forward.
03. STRATEGY
Using our Complete Planning Review (CPR) process, we’ll review your overall financial plan. We will help streamline goals, cover areas for improvement and simplify your finances.
04. IMPLEMENT
Working together, we will help implement your financial and investment recommendations. We will set a customized contact schedule to make sure your plan and life stay in sync.
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Tips to help you get ahead of your financial and retirement goals.
WRVA, 1140 AM
Saturday, 1:00 PM - 2:00 PM
Sunday, 8:00 AM - 9:00 AM