Santa Rosa Financial Planning Services
Why Do I Need A Financial Planner?
From liquidity events associated with an IPO or the sale of a closely held business, to a thorough review of an estate plan including gifting and estate transfer transactions, proper financial planning can be a complex topic.
When we begin working with a client and at regular intervals thereafter, we conduct in-depth reviews of your personal values, motivations, finances, investments, and business affairs to develop a plan that is distinct to your circumstances. An integrated, synchronized and long-term plan is essential.
Included in this area of service are the following:
- Asset and Liability Assessment
- Portfolio Analysis and Investment Education
Lifestyle Cash Flow Planning
We’ll Handle The Details
One of the best parts of working with a financial planner is that once you’ve put your plan in action, you’ll have an experienced professional handling the details on your behalf.
We work hard to make sure you don’t have to worry about how your money is being managed, and can enjoy the peace of mind that you’re on a path to success. The portfolios we build for clients are transparent and clear to understand, and we keep you informed while removing the day to day task of making decisions related to market fluctuations.
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