Today, financial planning is not a DIY project. Achieving your financial goals takes careful planning and a partner to assist you along the way. We’re here to help.
- The client we are best able to serve is someone who has a lot of moving parts in their financial life that require a holistic and centralized approach.
- Our clients typically have financial planning needs that go beyond DIY and require expertise in tax planning, estate planning and investment planning.
- Most of our client have investable assets greater than $1M and net worth above $3M.
Discovery Session
We offer a complimentary consultation to review your goals, objectives and answer any questions that you may have.
Information Gathering
Your financial planner will help you consolidate all the necessary financial information that you have to ensure that it is accurate, complete, and organized.
Planning
Your financial planner will educate you on your choices, important decisions and factors to consider. We will also illustrate the financial impact of various different decisions, so you can see how you would like to proceed make better informed decisions.
Implementation
MFA will provide the necessary guidance and support to help implement your plan.
Monitoring
Financial health is an ongoing effort and we strive to help you stay accountable to your goals and plan.
Ongoing Reviews
We will schedule periodic reviews to ensure your plan is up-to-date, but hope that you will also contact us whenever there is a major change in your life.