We understand families are different, come in all shapes and forms, and have different priorities and goals. There is no such thing as one size fits all in life or in financial planning. Our approach starts with:
Determining the type and level of service that satisfies your needs. Through years of experience we know we need to give you choices and options. It is our goal to thoroughly explain the levels of service we offer to allow you to find one that works for you.
We offer a complimentary consultation to start getting to know you and what you want to accomplish. At the end of the meeting we will give you a detailed course of action including fees to work with us based on the level of planning you choose. We hope to have a long and meaningful relationship with you and want you to go home and “sleep on it” before hiring Collaborative Financial Partners.
We understand you are busy and life events happen every day. We prefer to work with our clients face-to-face, however, we have the tools and technology to work with you in any capacity. If you have grandkids’ soccer games, business meetings all over the country, or even live in another state we will find a way to effectively work with you.
- Learning about you and your family.
- Understanding your life experiences that influence your priorities and decisions.
- Working together to identify and achieve your personalized short and long-term goals.
Determining the type and level of service that satisfies your needs. Through years of experience we know we need to give you choices and options. It is our goal to thoroughly explain the levels of service we offer to allow you to find one that works for you.
- Fundamental Financial Planning
- Strategic Investment Planning
- Detailed Comprehensive Planning
- Tactical and Strategic Investment Planning
- Premium Financial Planning: including Estate and Family Planning
We offer a complimentary consultation to start getting to know you and what you want to accomplish. At the end of the meeting we will give you a detailed course of action including fees to work with us based on the level of planning you choose. We hope to have a long and meaningful relationship with you and want you to go home and “sleep on it” before hiring Collaborative Financial Partners.
We understand you are busy and life events happen every day. We prefer to work with our clients face-to-face, however, we have the tools and technology to work with you in any capacity. If you have grandkids’ soccer games, business meetings all over the country, or even live in another state we will find a way to effectively work with you.
