Financial Planning

CUSTOM | COMPREHENSIVE | GUIDANCE

A financial plan is a roadmap to your future. Our in-house team of CFP® professionals, attorneys, and CPAs help provide holistic fee-only advice and creative solutions for a wide range of complex needs including cash flow and tax strategies, estate planning and risk management.

Planning, Amanda Plonski

FINANCIAL PLANNING SERVICES:

  • Retirement Planning
  • Estate Planning
  • Tax Planning and Tax Preparation
  • Portfolio Review and Optimization
  • Planning for Business Owners
  • Planning for Corporate Executives
  • Family Dynamics, Education and Governance
  • Philanthropic Planning
  • Fiduciary Risk Management
  • Liability Management
  • Education Planning
  • Special Circumstances

PERSONALIZED PROCESS:

Our CFP® professionals will guide you through our 5 Step Personalized Process to help understand your unique goals, and will develop a comprehensive financial plan tailored to you. From cash flow and tax strategies to estate planning and risk management, our holistic advice will help navigate the way to the financial future you envision.

WHAT IS A FINANCIAL PLAN?

There are 10 common elements in a balanced Financial Plan. Learn more about WHAT IS A FINANCIAL PLAN?

Read “Redefining Protection: Moving Toward True Fiduciary™” and “Ten Questions to Ask Your Financial Advisor”

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WHY A CFP® PROFESSIONAL?

CFP® professionals are held to strict ethical and fiduciary standards to ensure financial planning recommendations are in your best interest. The CFP® designation is the most widely recognized financial planning credential available with rigorous educational and experience requirements in the areas of financial, estate, tax, insurance, and investment planning.

TrueFiduciary™ 360 Client Portal

  • Customized personal financial management experience
  • See everything you own (and owe) in one secure location
  • Authorize access to other trusted professionals, family members, trustees, etc.
  • Secure environment – utilizes highest encryption available
  • Mobile-friendly
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TrueFiduciary™ Vault

  • Securely store all of your content online. Access, manage and share it from the cloud.
  • Access your content from anywhere with a data/internet connection (mobile and desktop).
  • Sophisticated multi-layer data encryption helps ensure data protection.
  • Reporting capabilities and comprehensive audit trails for nearly every action or activity that occurs.
  • Box network is constantly monitored and undergoes frequent threat assessments to ensure data protection.
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Financial Planning Roadmap
True Fiduciary®
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To start a conversation about YOUR needs, please call us at 703-468-2700.
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