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 written plan that provides you with a snapshot of your current financial condition, list of your goals, and a likelihood of you accomplishing them based on your current savings and spending rate. Your plan will also include recommendations for improvements you can make. If you need help with the implementation of those recommendations, we provide some services in-house and can provide you with referrals for other services not provided.
We believe everyone should have a financial plan. To get started with a free basic plan, complete this questionnaire.
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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 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.