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FDS Family BW
Family Financial Advising Services

Career Building: What’s Next?

Finances are no different than anything else in life. In order to get where you want to go, you have to start with a plan. But it can be hard to find time to get your finances organized when you’re managing the everyday busyness of a bustling family.

We can help you understand your current spending and prepare for your future.  Similar to other areas of your life where you outsource something to free up your time and know you’re on the right track, we want to help you move beyond the basics to building wealth as your career is building too.

Your Financial Goals Might Include

  • Pay off your mortgage early
  • Minimize the taxes you owe each year
  • Set up a college fund for your kids
  • Maximize saving or investing for retirement
  • Launch or safeguard your own business
  • Choose the right insurance for your needs and budget
  • Have freedom to give back to a charity or church

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Financial
Advising
Services

Financial Planning: Tell your Money How to Work for You

Depending on what you want to use your money to fund, financial planning involves identifying and starting your customized financial plan.

After designing your plan, we connect with you regularly to motivate you to milestones, celebrate accomplishments, and identify obstacles we can avoid. This extra attention also helps us to make changes when life goals or priorities change.

Related: Learn more about our process  | Meet our team of advisors

Wealth Management: Take Stock of Your Investment Options

Management of your investments should include careful consideration of a wide range of factors. Each impacts your portfolio and determines what types of investments are made. Your current life phase, and the one you’re moving toward, tells whether growth or preservation is most important.

STRUCTURING YOUR PORTFOLIO

Together, we decide the percentage of stocks, bonds, funds, or other investments. Next, each investment is carefully assigned an account type based on tax implications.

TYPES OF INVESTMENTS

Investments we may use include:

  • Individual stock
  • Bonds
  • Exchange traded funds (ETFs)
  • Mutual funds
  • Alternative investments

Related: Learn more about our process  | Meet our team of advisors

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How We
Work Together

Financial Blueprint Design

The lifestyle you live now (and the one you want to create) shapes how your finances should be managed. Everyone has different priorities and goals, so no two financial blueprints are the same. Regardless of which financial services you need, we start by developing a blueprint to guide us toward success.

Related: Learn more about our process  | Meet our team of advisors

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Next
Steps

Schedule a Meeting or Ask a Question

If you have questions about financial planning, wealth management, or our financial design process, send us a note. If you’re ready to explore a partnership, schedule an introductory call with one of our experienced advisors.