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Financial Planning

 In these complicated times, the need is greater than ever to have confidence that you are focused and pointed in the right direction.  At Creative Financial Strategies, we have a team of experienced financial planning professionals that can serve as your guide. Personal financial planning helps our clients develop comprehensive, cohesive financial strategies that fit their unique needs and enables them to meet both short- and long-term objectives. The trusted relationship you forge with your financial advisor involves an understanding of your unique situation, developing and implementing strategies to achieve your goals and monitoring your plan throughout your lifetime.

We advise clients on ways to save, invest, and manage their assets. We can address a specific financial goal—such as readying yourself to buy a house—or give you a macro view of your money and the interplay of your various assets. A financial plan is developed by focusing on six areas: Financial Position, Risk Management, Wealth Accumulation, Tax Management, Retirement Planning and Estate Planning. You can choose to start with the area most important to you right now, but because action in one will affect the others, the guidance of a financial planner gives you the clarity and confidence that you are on the right path. We believe it is important for all our clients to have a sound financial plan.

How do I start?  The first step is to contact us today and set up a meeting with one of our Certified Financial Planners.  We do not charge for an initial consultation so there is no obligation until we both agree that our Financial Planning Process is right for you.  We look forward to hearing from you.