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:
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:
We believe everyone should have a plan!
To get started, click the planning tool to create an account then SCHEDULE AN INITIAL MEETING.
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.
We analyze income and spending then discuss strategies to reduce liabilities over time while targeting savings goals
We review existing policies to ensure proper coverage for life, health, disability and long-term care
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 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.