Financial Planning

TAYLOR WEALTH MANAGEMENT PARTNERS (TWMP) offers financial planning and counseling through a holistic process. We look at all aspects of your life - not just finances - in helping to create an achievable plan.


Holistic Financial Planning 

To make the best decisions, you need more than just numbers; you need an advisor who fully understands your individual circumstances and unique needs. This interaction builds long term trust, solidifies the client/advisor relationship and leads to better decisions for you. This process begins with: 

  • Discovery which identifies your circumstances as well as your personal and financial goals and objectives
  • A financial plan that will contain recommendations to help you meet your stated goals and objectives  
  • A determination of how often we should review your financial plan