Why Family Financial Partners?
Whatever your financial goals, we will work to develop a financial plan tailored to you. As a team with more than 79 years of experience, we will identify the specific needs and dreams you bring to the table. We will ask questions, listen to your concerns and work to find solutions for you. When needed, we will collaborate with other professionals, such as your accountant or attorney, to provide an integrated approach and attempt to ensure maximum benefit. We do all of this so that you can focus more on what matters most.
Frequently Asked Questions
We will help you establish a financial plan that is as unique as you are. We believe that a good plan will not only help you monitor but potentially achieve your financial goals. We will provide you with relevant available information to help you make informed financial planning decisions for your family. Whether your goal is to retire, stay retired, to better position your financial assets or to start a new business, we have the ability and the network to help make your goals a reality.
Our initial complimentary meeting is simply an introduction, it will last approximately one and a half hours. You will be introduced to our team and you will have the opportunity to introduce your family to us. During this meeting we will do a thorough review of your current financial situation. Please plan on bringing all of your current financial statements. Following this meeting, we will ask you to provide us with any documents we still need to review. For fee based planning clients we will provide you with an estimate of what our planning fee would be. Once we have agreed to work together and all documents are in place, we will schedule a follow-up meeting to discuss your financial snapshot (your planning analysis) and answer any questions. Then we will send you home to think about it, sleep on it and decide how you would like to proceed.
Depending on your objectives and assets, we have the ability to provide either fee-based or commission-based services to our client families. As a way for you to get to know our team, our first meeting will be complimentary.
No. At Family Financial Partners we work as a team; so even if you are a young couple starting out, it is never too early to start planning. One of our team members can get you started with a personalized foundational plan. This plan will address your unique financial situation and outline each step that you need to take in order to reach your objectives.
a tailored plan to fit your specific goals
a roadmap for how to spend your time when work is done
to delay or not to delay? That is the question
minimize the stress, and maximize fund potential
when scholarships just won’t cut it
planning for the what-ifs
protect your family’s current income, lifestyle, and assets
ensuring tax efficiency