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CONFIANCE - YourLife Planning

 
 
 Financial Planning

CONFIANCE - Our Firm
Our Firm

CONFIANCE - Wealth Management
Wealth Management

CONFIANCE - Community Involvement
Community Involvement

 
EVERYDAY LIFE

Everyday each of us make financial decisions. Young people begin to make decisions about money with the first dollar of allowance they receive. As we move through life into adulthood, financial decisions become more complicated and important to our financial futures.

At CONFIANCE we know that we all have behavioral biases that affect our financial decision-making. Some of us have learned behaviors from our childhood that influence our money perceptions. Others are influenced by life events.

Whether one lives in a traditional family household, or opts for a more non-traditional lifestyle, there are universal financial decisions that we all must make. Through the process of YourLifeTM PLANNING we collaborate with you as a partner to discuss those biases and influences that you bring to your decision-making about money - helping you to make better decisions about your everyday life. 

 

 EVERYDAY YourLifeTM PLANNING

Income and Budgets

Debt Management - Credit Cards and Loans

Housing - Rent or Buy

Education Funding and Student Loans

Retirement or "Next Career" Planning

Insurance and Risk Management

Tax Awareness

Estate Planning and Charitable Giving

Family Obligations - Elder Care

 

 

YourLife Planning 

 The Process >

Everyday Life

Non-Traditional Relationships >

 New Realities >

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CONFIANCE, LLC, Financial & Investment Advisors > 2016 / All rights reserved
CONFIANCE, LLC Financial and Investment Advisors is a registered investment adviser with its principal place of business in the State of Ohio. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures for additional information.