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, schedule an initial meeting by clicking the link below.
We review existing policies to ensure proper coverage for life, health, disability and long-term care
We analyze income and spending then discuss strategies to reduce liabilities over time while targeting savings goals
We work with client’s legal and tax advisors and assist in developing strategies that achieve the client’s financial goals beyond their lifetime.
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.
We analyze current strategies and investment plans to help the client achieve his or her retirement goals.
We analyze college needs and help families with their savings goals. In addition, we assist graduates with understanding their repayment plan options then develop a strategy for paying off their student loan debts.
We work with the client’s tax advisor to determine the most efficient strategies for reducing current income taxes.
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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.