First, Let’s Sit Down for a Conversation
If you have built a successful practice and earn a substantial income, yet still don’t have complete confidence in your financial future, we can help.
Perhaps you’re worried you’re paying too much in taxes, don’t have time to manage financial details, and haven’t yet found a trusted expert for a more strategic approach. If so, let’s sit down for a conversation. Based on your financial goals and objectives, there are two ways to engage with our firm:
Financial Planning Engagement
This approach is ideal if you want a comprehensive plan with an integrated financial strategy to address all aspects of your financial well-being.
We’ll design a holistic, customized financial plan and serve as a trusted partner to build the solution. Think of us as the architect and general contractor building your new home.
Our CFP® professionals will provide a fiduciary standard of care, in which we are legally and ethically required to act solely in your best interest when offering personalized financial advice.
Solutions-Based Engagement
This approach is ideal if you have a specific need and want a prescriptive solution.
We’ll present you with options to address your need, recommend a solution, then help implement it. Think of us as the subcontractor for a specific remodeling project in your home.
We will provide a Best Interest standard of care, in which we are ethically required to recommend products and investments that are appropriate for your stated goals, needs, and risk tolerance.
Prescription without diagnosis is malpractice. At Phase Financial, we are exacting in our methodology.
Welcome to Phase Financial
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success.