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Financial Help How And When You Need It.

Most people know that saving and investing wisely are important for their future but do not have the time to get their finances organized and working efficiently to accomplish their many, and sometimes conflicting, goals.

Financial planning is the process of meeting your life goals through the proper management of your financial resources. It is a process, not a transaction. Financial planning integrates portfolio management into the other areas of your financial life: spending control, credit management, taxes, saving, asset preservation and building wealth for the future.

My services are comprehensive and all-inclusive.

  • The initial phase of financial planning typically includes 3-5 client meetings and 15-30 hours of the planner’s time depending on the complexity of your financial affairs for data gathering, analysis, development of recommendations, and presentation of your Initial Plan.
  • In the middle of the process after we've worked together to determine your values and priorities, Endeavor will propose a custom investment strategy to achieve those goals. We first create the plan, then pick investments to fit your plan.
  • The most “perfect” plan in the world could be worthless if you cannot or do not put your investment strategy into action. We will discuss your time, motivation, and knowledge to properly manage on your own investments and multiple accounts or if delegating is a better way to achieve the highest probability of meeting your financial goals.

As a CERTIFIED FINANCIAL PLANNER™ managing your investments, I take into consideration all of your assets, not just the money you've delegated to be professionally-managed. Inertia is often the biggest obstacle if you're acting as your own Portfolio Manager and can be detrimental to your long-term investment returns without careful selection of funds, regular monitoring, proactive adjustments and tax loss harvesting, and strategic withdrawals.

Endeavor's fees are outlined in detail in the firm's Form ADV brochure. 

Financial success is simple but not easy. Hire a CERTIFIED FINANCIAL PLANNER™, make a game plan, and stick to it (your planner will be at your side along the way)!

LET'S TALK. The call is free.

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