At Coordinated Wealth Management, we take a holistic approach to creating a financial plan to your unique needs and desires that is as individualized as you are. Financial planning begins with a thorough understanding of where you are today and your unique goals, aspirations and dreams for the future. It is about more than investments and money. It is about your life’s purpose, values and how your wealth plays a role in achieving those dreams.
First, we must clearly understand your goals and objectives with the time horizon for achieving them. This drives the process of determining the investments and risk appropriate for you. Cash flow is at the heart of any plan, which requires asset and liability matching to meet needs as they come due. This requires careful evaluation of strategies and products that are appropriate for your situation.
As an independent RIA providing services on a flat retainer fee basis, we have created an environment to put your interests first. Since we are not tied to any one company, product or investment, we are free to objectively evaluate the alternatives. Let us help you create a financial plan designed to achieve your life and legacy goals.