Before Family Wealth Planning Partners was founded in 2018, each of our partners worked in a solo capacity. But when we realized that we wanted to do more for the people we serve, we combined our expertise and knowledge.
Our specialty is helping people at or near retirement create a comfortable plan to grow, preserve, and transfer their wealth. Using an education-forward approach throughout our planning process, we’ll help you understand why and how you’re invested, so you can feel confident in your financial decisions.
Our Process
Listen
Our first meeting isn’t about numbers or strategies; it’s about getting to know you. We’ll talk about your values, needs, goals, and ideal timeline. After we’ve gained an understanding of what really matters to you, we’ll start planning your personalized financial strategy.
Plan
Now that we know what you need, we’ll map out a financial strategy to help you pursue your goals. Each of your individual goals will be considered and integrated so that no decisions are made in a vacuum.
Implement
You’ll receive a roadmap with actionable next steps as part of your plan, so you know exactly what steps to take, who to talk to if you need guidance, and the benchmarks to hit along your journey.
Review
Your needs and goals will change as your life changes, so your plan will adapt too. By regularly checking in with you, we’ll be here to celebrate your wins, support you through challenges, and adjust your plan so it helps you accomplish your goals.