People sometimes ask me "What do you do exactly?”
I am your partner in your quest for financial balance and independence. What does that mean? Like you, many of my clients are women, families, and small businesses who have taken on the task of being responsible for managing their money.
I do this by following a 3-step process of financial planning which includes:
- Establishing a Relationship
- Gathering Data
- Evaluating Financial Status
Once this process is complete then we move forward to setting the plan into action. This process gives us time to really get to know each other. It also allows me time to listen to your dreams, goals, and concerns. This gives me the opportunity to help you figure out, in a holistic manner, what needs to be done to attain your goals.
Fee Based Financial Planning
This is usually accomplished at the start of the relationship and it is a process that includes providing you with a comprehensive financial analysis that is tailored towards your goals. We will address all the areas of financial planning that affect you and your family which may include: Current Financial Position and Net Worth, Risk Management, College Planning, Additional Goal Setting, Asset Allocation and Risk Alignment, Tax Planning review, Estate Planning review, Small Business Planning, and Retirement Planning. We use the comprehensive analysis as a guide to getting closer to Financial Balance and Independence.
Wealth Management
The wealth management services offered at Blade Financial Services, LLC start with obtaining comprehensive details of our clients’ whole financial scenario. We provide asset management options that are established to align with your goals. We will then work with other advisors, such as accountants, attorneys, and risk management specialists to provide the client with the most comprehensive reports regarding all aspects of their situation. At Blade Financial we serve as your first point of contact to help you navigate through life.
Protection Planning
Providing guidance to be prepared for when you experience some of life’s unhappy moments such as: loss of a job, death or disability of an income earner, the need for additional care for a family member. Preparing for these moments is an integral part of the planning process. Although not a fun subject to discuss, it is a necessary discussion to be ready for those potential unwanted moments.
College Planning
Navigating the options available for college planning preparation can be overwhelming. The consideration of all the costs involved and the inflation of those costs are keys to proper planning. Whether your child is graduating in 1 year or your child is 1, it is vital to know your options.