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    • Home
    • Services
      • Financial Planning
      • Asset Management
      • Insurance Planning
    • About Us
      • The Team
    • Contact
    • Client Portal
  • Home
  • Services
    • Financial Planning
    • Asset Management
    • Insurance Planning
  • About Us
    • The Team
  • Contact
  • Client Portal

F.A.I.T.H. Driven Planning

F.A.I.T.H. Driven PlanningF.A.I.T.H. Driven PlanningF.A.I.T.H. Driven Planning

We partner with you on your journey!

We partner with you on your journey!We partner with you on your journey!We partner with you on your journey!

Purpose

 

Our mission is to be a support system and help you accomplish your goals 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 are F.A.I.T.H. Driven Planning!

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Change Your Financial Future

We believe everyone should have a plan! 


To get started, click the planning tool to create an account then SCHEDULE AN INITIAL MEETING.


Right Capital Planning Tool:

  • See your financial goals
  • Link accounts and see in one place
  • Track your expenses and stay on top of your budget
  • Store documents in one place


Schedule a meeting

Services

Financial Planning

Financial Planning

Financial Planning

 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.

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Asset Management

Financial Planning

Financial Planning

 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.  

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Insurance Planning

Financial Planning

Insurance Planning

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. For more information visit F.A.I.T.H. Driven Insurance Services

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Contact Us

Find out if we can help you today!

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F.A.I.T.H. Driven Planning

120 Vantis Drive, Aliso Viejo, California 92656, United States

Office Phone Number: (949)-540-6733

Hours

Mon

10:00 am – 02:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

Closed

Sun

Closed

Copyright © 2023 F.A.I.T.H. Driven Planning - All Rights Reserved.

Firm Disclosures: ADV 2A

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 L.M. Harwood, Inc. dba F.A.I.T.H. Driven Insurance Services CA Insurance License #6009504.

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. 

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