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CONFIANCE - YourLife Planning

 
 
 Financial Planning

CONFIANCE - Our Firm
Our Firm

CONFIANCE - Wealth Management
Wealth Management

CONFIANCE - Community Involvement
Community Involvement

THE PROCESS


At CONFIANCE, we employ a six-step financial planning process - but in a non-traditional way. While wealth management is important, we don't just focus on numbers. We focus on living.

We believe that YourLifeTM is individual and unique to you - and you alone. Your personal goals may be as traditional as a house with the white picket fence or as non-traditional as living on a sail boat and traveling the world. We know we can't plan for you if we don't KNOW you.

We also know that everyday life has a way of changing direction, changing our realities.....and changing our minds about what we need, want and wish for.

We understand that, and our planning process reflects YourLifeTM  and our changing world.

YourLife Planning 

 THE SIX-STEP PROCESS

1. Together we establish and define our client-planner relationship

2. You gather your financial data and we discuss and define your life reality and personal goals

3. We analyze and evaluate your current financial status

4. We then develop and present recommendations and/or alternatives for discussion and for you to consider

5. Recommendations are implemented where and when you decide

6. Together, and in collaboration, we monitor and modify recommendations as needed and desired

 

 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.