When people think of financial planning, they often think of it as a big, overwhelming task. Unfortunately, with this approach, financial planning will get postponed and sometimes ignored altogether. At Synergetic Finance, we recognize that comprehensive financial planning doesn’t work for everyone in one sitting. Sometimes it is more useful to look at one or two pieces of the financial puzzle at a time. We call this a modular plan that can be broken into sections as shown in the figure below.
Whether you want to look at the whole financial picture at once, or break it down into smaller, more manageable pieces, we can help. We’ll adapt to the method that works best for you. Call us at 206-386-5455 or send us an email today to request a complimentary consultation.
To your wealth,
Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance
