Why Use A Financial Planner?
Many people think they don’t have enough money to use a financial planner. This is a mistake. A good financial planner in Washington, D.C. can help you increase your wealth.
What is financial planning?
Simply put, financial planning is the process of determining your financial goals and then setting a road map to get you there. Having a plan is key. If you don’t plan, you don’t know where you’re going. Just like a cross country drive where you plan your stops and sights to see along the way, financial planning is no different.
How much will a financial planner need to see?
Everything. But don’t let this scare you. In order for us to give good advice, we need to have all the information about your financial data. This helps us better understand where you currently are and how you get to where you want to be.
What do you do for me?
We help you work toward your goals. As a financial planner in Washington, D.C., we have helped many clients just like you. Whether you’re saving for a big trip, your children’s education, or have high goals for early retirement, we can help you work toward your goals.
We discuss your goals and get to know you as an individual and a family. You tell us your goals in life, what you want to save for, and we’ll work with you to create a realistic timeline and investment procedures to help you work toward all of your goals.
We collaborate with you, your family, your business, and your estate planning attorney, to help protect your assets for you and your loved ones while working hard to increase your wealth. We deliver you the highest level of service through our Seamless and Proactive approach.
How much will this cost me?
We don’t take commissions on your investments. This helps us keep your investments and goals in the front of our minds. To be truly objective, our compensation should never be dependent upon which investment strategy we implement.
Why should I make a financial plan?
If you’re not planning for anything, you’re planning to fail. By working with a financial planner in Washington, D.C., you can create the life you always wanted. A financial plan provides you with tools to reach your goals and generates new opportunities. Financial planning helps to drive all of your financial decisions, and thus makes it easier to adapt to life’s changes while knowing your goals are on track.
Our team of advisors want to understand your goals, establish trust, and help you build your future. We are passionate about providing top quality service catering to your specific needs. To help achieve this, we limit the number of new clients we take on.