It's All About People
We specialize in building long-term relationships with our clients, and we work with clients only if we are the right financial planner for them. Planning for your financial future can be intimidating and overwhelming. We want to make it easy for you to be in control.
We will help you get clarity and confidence from a flexible, long-term plan. We will also take into account the ever-changing circumstances of your real life, tailoring a plan to meet your needs over the long haul.
We Might be a Great Team if
- You want to create a financial plan that encompasses planning for retirement, investment management, insurance, estate planning, and taxes.
- You would benefit from professional portfolio management because you do not have the background, time, or desire to manage it yourself.
- You are looking for a long-term partnership for financial planning. We are committed to working together for many years, helping you manage your evolving financial needs. You’ll have the option of switching directions at any time, but we’ll work hard to make this a great partnership.
- You are an entrepreneur or professional.
- You have a strong sense of integrity, good communication skills, and are fun to work with.
- You thrive in a professional, yet relaxed, atmosphere.
The Flip Flops and Pearls financial planning process gives you comprehensive wealth management resources that allow you to make better decisions. Use your money as a tool to live the life you want, starting right away.
What Is Financial Planning?
If you fail to plan, you plan to fail. Financial planning is the practice of putting together a plan for your future, determining how you will manage your finances and prepare for all of the potential costs and issues that may arise. The process involves evaluating your current financial situation, identifying your goals and then developing and implementing relevant recommendations. As part of our comprehensive wealth management service, we offer both financial planning and investment management.
We understand our clients are multidimensional, and their needs change and grow over time. We can help you make your assets work for you so you can plan for smart expeditures at every stage of life. Personal financial planning is proactive, taking into account a wide variety of factors including taxes, saving and investing. Together, we’ve got this!
What Services Are Included in Financial Planning?
We offer a variety of services, including
- Investments
- Saving for College and All Education
- Insurance Planning
- Budgeting
- Tax Planning
- Retirement planning
- Estate planning
- Philanthropic planning
Ongoing Support
Creating a comprehensive financial plan is an important first step, but our services don’t stop there. Life changes. Financial goals are updated. Markets become more volatile. Inflation and taxes rise. Jobs are lost. New opportunities arise.
We believe that it is important to work with our clients over time to help them navigate these changes. You can email, call, or meet with us as often as you would like. As your life changes, we will work together to make appropriate updates to your financial plan.
