Everyone should have a financial plan! Let us help you get started with a free basic plan by completing this questionnaire.
Our goal is to be a support system and help you accomplish your hopes and dreams through F.A.I.T.H.
This is achieved by Focusing on your wants and needs and guiding you through the process of financial and life planning.
We believe taking Action is essential for the overall success of a plan.
Integrity and Trust are the foundation of our relationships with our clients, team, and partners.
When you work with us, you should expect a team collaboration with transparency and consistency- all parties working in Harmony.
We evaluate a client’s financial status, attitudes about money, life values and goals then educate them about their options for achieving those goals through F.A.I.T.H.
Contact us for more information about how we can help you.
Using our expertise and deep understanding of the industry, we use goals based and time horizon planning to build a portfolio based on what, when and how much you need while considering your tolerance for risk.
From developing your plan to making strategic decisions, we are here to help.
We review any existing life, disability, and long term care coverage relative to your needs then assist with implementing necessary changes to ensure proper coverage.
If you need insurance, our team can provide quotes and assist you with obtaining coverage.
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Advisory services offered through L.M. Harwood, Inc. dba F.A.I.T.H. Driven Planning, a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where F.A.I.T.H. Driven Planning and its representatives are properly licensed or exempt from licensure.
Insurance products offered through Leilani Marques Harwood CA Insurance License #0G08928.
This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by F.A.I.T.H. Driven Planning unless a client service agreement is in place.