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

Who We Serve

Individuals and Families

Owners and their Business

We begin the process with learning about your values and family dynamics which will guide us in having a better understanding of your goals and objectives. These meetings will focus on current and anticipated life events that may impact your financial situation.

Our clients come from different backgrounds, professions, and we have the honor to serve them through the various lifecycles. Our clients include the following:

College Students and Recent Graduates
Entry level careers and those Re-entering the job force
Mid level careers and those who are Career changers
Military Service Men and Women
Pastors and their church members
Pre-retirees and Retiree
High net worth

Owners and their Business

We begin the process of learning about your personal and business goals and objectives, about your products & services, partners and team members. These meetings focus on current and desired outcomes that may impact your overall growth.

Our clients specialize in different industries and we have the honor to serve them through the various business cycles. Our clients include the following:

Strategic Planning & Creative Consultants
Media Consultant and Blockchain Educator
Medical and Clinical Professionals
Attorney Professionals
Multi property (residential & commercial) Real Estate Owners

Comprehensive 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.

Financial planning services is comprehensive evaluating more than one area of financial planning however, consulting services is available for specific planning needs.

You will receive a summary of your goals and objectives, a snapshot of your current financial situation, options and considerations for improving your overall position and situation. If you need help with the implementation of any recommendations, we provide some services in-house and can provide you with referrals for other services not available through our firm.

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Areas of Financial Planning

Cash Flow & Debt Management

We analyze income and spending then discuss strategies to reduce liabilities over time while targeting savings goals

Risk Management

Cash Flow & Debt Management

We review existing policies to ensure proper coverage for life, health, disability and long-term care

Estate Planning

Cash Flow & Debt Management

Asset Management

We work with client’s legal and tax advisors and assist in developing strategies that achieve the client’s financial goals beyond their lifetime.

Asset Management

Retirement Planning

Asset Management

We use goals based and time horizon planning to determine what, when and how much the client needs then build a portfolio that meets those objectives.

Retirement Planning

We analyze current strategies and investment plans to help the client achieve his or her retirement goals.

Tax Planning

Retirement Planning

We work with the client’s tax advisor to determine the most efficient strategies for reducing current income taxes.

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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