Financial Planning

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

  • Discovery which identifies your circumstances as well as your personal and financial goals and objectives
  • A thorough and purposeful analysis of your situation using appropriate planning tools and reports
  • A financial plan that will contain recommendations to help you meet your stated goals and objectives
  • An action plan with assistance for implementation
  • A determination of how often we should review your financial plan

 

On Demand 24/7 Services

TWMP is proud to offer an additional way for our clients to monitor their financial progress on a 24/7 basis. A convenient portal allows you to aggregate all your financial accounts into one convenient, easy to read digital dashboard which permits you to monitor your progress towards your financial goals. This service also allows you to consult with our Holistic Financial Planner without incurring an hourly charge for normal day to day financial issues.

 

The Importance of Experience and Knowledge

In offering individual and detailed financial planning, TWMP has a Certified Financial Planner® (CFP®). The CFP® designation is the most widely recognized standard in the profession. Yet, only 1 out of 5 financial planners actually possess it. Combined with a Chartered Life Underwriter (CLU®) designation and 10 years of experience in helping people to achieve their goals, our CFP® is able to provide you knowledgeable, independent and pragmatic advice. Services are tailored to meet the client's need.