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What you can expect from start to finish in At South Orange County Financial Planning - Our Process including complete transparency
We help everyday people establish and pursue their financial savings and retirement goals. Our ideal client is a diligent saver who would prefer to delegate the task of Financial Planning to a Professional.
CFP® certification is recognized as the highest standard in personal financial planning.
We choose to call ourselves Financial Planners because we do so much more than Wealth Management. Many will only have one Financial Planner in their lifetime, whether you choose a wire house type firm, or an Independent, Certified Financial Planner, it is the individual relationship you are choosing. Choosing to work with us gives you unlimited access to your Financial Advisor, no assistants, no teams to be delegated to. Do you currently have that? Bigger is not always better. If individualized attention is important to you, please schedule a complimentary 30-minute introductory meeting via phone, Zoom or in person.
We work directly with you to build a custom investment portfolio - tailored to fit you. Custom because your plan considers more than just the numbers, it takes into consideration how you feel emotionally about a downturn in the stock market or rapid changes in current events. We are all different, and plans need to be individualized. Investing can be emotional, and we help you stay rational during uncertain times. We do the hard part so you can focus on what you love. Delegating the things you don't like to do, frees up space for the things that you love. Call or email to schedule an appointment at our office -- 16A Journey, Suite 200, in Aliso Viejo or set up a phone or Zoom call.
Located In Aliso Viejo, California at 16A Journey, Suite 200,