Do you have a solid financial plan?
Many people have been saving money for years, without a thorough plan for how to manage those assets. We can help you organize your assets and plan for your next financial phase of life. If you don’t have a plan, or it has been five years since you had your plan reviewed, we strongly encourage you to talk to us as soon as possible.
If you do have a current plan, why not ask us for a second opinion? You may be pleasantly surprised at what you discover while we work through your plan with you. We take what we believe is a unique approach to financial planning and retirement consulting, based on our educational money coaching strategies. By focusing on your Circle of Wealth, and where your money is leaving your Circle, we reclaim your assets so that they can work for you and build your wealth.
We use a variety of tools, including money coaching, life insurance, and taxation and mortgage plans to ensure that you get exactly what you need. Schedule a complimentary consultation with our Principal Financial Planner and Retirement Consultant, Barbara Steele, CFP and get started on your new plan today.
You see, we are passionate about improving your financial future and are committed to helping you learn along the way. We appreciate that money can seem complex and that the financial institutions have us believing certain ideas as being the ‘Truth’. Through working with us, we’ll make sure you understand the way that money really works… and how you can make it work for you.
A Track Record of Financial Planning Success
- Barbara Steele, CFP, Principal Advisor
Our principal financial advisor is Barbara Steele, a Certified Financial Planner, Money Coach and Registered Retirement Consultant®. She works with clients at every stage of their financial journey to get them on the right track and to prepare them for the next part of their journey. She specializes in helping those approaching retirement plan for this exciting stage of life by organizing their finances and estate planning. We know that the earlier you start planning for retirement, the better the results.
Barb shares this advice, “Take your money seriously. Look for a good personal fit with your financial advisor. You should be creating a long and prosperous partnership and you want to make sure that you can trust their advice and feel comfortable with them.”
If you’re looking to provide greater protection for your family, create a larger nest egg in the future than you thought was possible, and do both of these things without increasing your investment risk, you’re in the right place. Our work together is always based on who you are and what is important to you. Each one of our clients has a unique situation and we are ready to create the solution that works just for you.