Individuals & Families

Fiduciary Financial Partners for Individuals & Families

From our name, you know that we are Fiduciary Financial Partners, ready to help individuals, families and entrepreneurs improve their financial lives. Depending on your level of financial savvy and comfort, this may mean anything from offering occasional counsel and direction to guiding your every step.

This is why we offer you the choice of...

This is why we offer you the choice of...

Comprehensive wealth management

Our most popular service for individuals, this choice allows Fiduciary Financial Partners to:

  • Provide ongoing financial planning and consulting, with regularly scheduled review meetings to ensure you stay on track and that necessary to-do items are completed to reach your objectives
  • Take responsibility for portfolio construction, management and rebalancing across all your accounts
  • Collaborate with your attorneys, CPA, mortgage brokers and insurance agents to verify that all your financial decisions are coordinated and aligned

We become teammates for the long haul, ensuring all aspects of your finances work to support you in achieving your goals.

À la carte financial planning and consulting services

This is a limited engagement where we work with you to:

  • Organize your current financial data
  • Provide specific recommendations to address major financial planning areas, such as cash flow and debt management, retirement planning, insurance, estate planning and more
  • Create a roadmap to accomplish your goals

We Take You Through Our 3-Step Fiduciary Process

A SIMPLE, PRACTICAL APPROACH

Because no two clients have the same needs, we walk together through a process that enables us to learn and act upon your specific needs:

Discover

Discuss
Understand
Prioritize
Personalize a plan forward

Organize & Create

Gather your financial data
Organize in a personal website
Deepen shared understanding

Analyze your data
Develop planning scenarios
Recommend actions
Confirm action items

Implement & Execute

Deliver a Fiduciary Financial Plan
Review with you
Implement upon your acceptance and agreement

Manage plan on an ongoing basis
Schedule/conduct regular meetings
Continually adapt to changing circumstances

We Create A Personalized Wealth Management Tool Just For You

We Create A Personalized Wealth Management Tool Just For You

EDUCATION MATTERS

As your fiduciary financial partner, we equip you with the knowledge and tools to help you make sound financial decisions. We help you see and understand your assets and liabilities, as well as avoid potential risks to your financial security.

Organize

All of your financial
information in one place.

Portfolio Management

An academic approach to investment management, aligned with your financial plan.

Risk Management

Understand which risks to retain and which to insure.

Vault

Securely transmit, store, and access financial documents from anywhere, anytime.

Cash Flow

Understand your cash flow to build a retirement plan based on YOUR lifestyle.

Budgeting Tools

Set budgets to help reach your savings goals.

Mobile

A complete financial picture available on your smartphone.

Goals

Track your progress toward goals you define.

Who Should Work With FFP?

Our clients are unique and deserve unique solutions, but they do share some common traits. FFP may be a fit for you if you are:

  • Looking for quality of life and peace of mind
  • Committed to the success of your plan
  • Understand that your participation and dedication will help you achieve your goals

If you share these traits, we’re confident that, like our other clients, you’ll come to trust us with delegated financial responsibilities and tasks so you can spend time on what really matters to you.

Contact us if you’re ready to get started with Fiduciary Financial Partners.

Your Fiduciary Retirement Assessment

Our complimentary 3-step process showing you how to simplify retirement planning for either yourself or your business.

This process will also help you evaluate our services and make an informed decision about working together.

GET STARTED