At CONFIANCE, our Seven-Step Planning Process is straight forward. This is a collaborative process during which your goals are established and a plan is created based on current realities.
Life is rarely a straight path. Detours can bring surprises–both welcomed and those not so welcomed. Together we may adjust your personal plan and bring YourLife™ to reality.
While CONFIANCE guides you through the process, you are in control–because this is YourLife™ and your money.
The YourLife™ Seven-Step Process

1. Together we come to an understanding of your personal and financial circumstances.
2. Identify and select your goals.
3. We analyze and evaluate your current financial action plan and potential alternatives.
4. We then develop financial planning recommendations.
5. Recommendations are presented.
6. Together, we discuss and agree on implementaion of the recommendations. 7. Monitor progress and update your personal financial plan as needed and desired.
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CONFIANCE, LLC Financical 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 construded 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.