Financial Planning

Conversation and communication are the basis of planning with Financially Fluent.

First, we get you organized. We look at all of your accounts, assets, and liabilities to get a panoramic view of your financial life. We dust behind the corners to make sure that everything is included.

Client Centered

Then, we talk about your goals. We help you think through short, mid, and long term aspirations. Understanding your values is equally important, and we will be sure your goals and values align.

After, we put together a documented plan. We agree with the old adage that a goal without a plan is a wish. And since we understand that the process can be overwhelming, we deliver meaningful action items which can lead to immediate results.

Ongoing, we create a dynamic plan, updating and adjusting as your life changes. Whether it is a promotion, birth of a child, purchase of a new home, or the passing of a loved one, we will be with you along the way to re-evaluate your plan and move forward accordingly.