"Financial Planning is a Process.
That Process Should Reflect Your Life
– The Life YOU Want to Live."
Financial advice should not be a luxury for only a select few.It should be for anyone and everyone who wants it. Having a financial planner is no longer about having someone who helps you just process transactions. It's about having a partner that helps you realize your dreams.
It's about having someone interested in YourLife PLANNING™–The way you want to live it–
It's about having someone interested in YourLife PLANNING™–The way you want to live it–
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Welcome to CONFIANCE
The name CONFIANCE means trust—and our philosophy centers on the belief that trust is the basis of any true relationship.
While financial markets go up and down—and life provides many detours along the way—trusting your financial advisor should never be in question.
While financial markets go up and down—and life provides many detours along the way—trusting your financial advisor should never be in question.
Financial Planning
At CONFIANCE, we employ a Seven-Step Financial Planning Process in a non-traditional way. While Wealth Management is important, we don't just focus on the numbers. We focus on living. YourLife™.
We believe that YourLife™ is individual and unique to only you. Your personal goals may be as traditional as a house with the white picket fence or as Non-Traditional as living on a sailboat and traveling the world. We can't plan for you if we don't know you.
We also know that Everyday Life has a way of changing direction, creating New Realities ... and changing our minds about what we need, wish for, and want. We understand this and our process reflects YourLife™ in our changing world.
We believe that YourLife™ is individual and unique to only you. Your personal goals may be as traditional as a house with the white picket fence or as Non-Traditional as living on a sailboat and traveling the world. We can't plan for you if we don't know you.
We also know that Everyday Life has a way of changing direction, creating New Realities ... and changing our minds about what we need, wish for, and want. We understand this and our process reflects YourLife™ in our changing world.
Wealth Management
Wealth Management is Life Management.
No one size fits all.
Wealth Management of the past was principally about financial "instruments", products and the associated returns.
Our Investment Philosophy is based on the fact that you come first--and is demonstrated through our adherence to Fiduciary Standards. We focus on a trusting Relationship rather than Asset Minimums--because it's your hard-earned Money.
Wealth Management today is about YourLife™
Our Investment Philosophy is based on the fact that you come first--and is demonstrated through our adherence to Fiduciary Standards. We focus on a trusting Relationship rather than Asset Minimums--because it's your hard-earned Money.
Wealth Management today is about YourLife™