Holistic Financial Planning

Holistic financial planning is not a one-size-fits-all approach. Think of it as an evolving process, customized to you, to help achieve your financial goals.

At Lundervold Financial, we listen to you and your needs to understand your priorities. We work with you to determine what you value, your thoughts on risk and your experience with managing your money. We combine these factors and educate you on strategies so you’re in control.

Financial Planning allows you to:

Fail to Plan, Plan to Fail

Ben Franklin stated, “If you fail to plan, you are planning to fail.” As the first millionaire in America, surely Franklin knew what he was talking about. Also attributed to Franklin is, “A penny saved is a penny earned.”

Clearly, Benjamin Franklin understood that financial planning requires attention to detail, discipline and strategy. Our planning process is designed to give you the tools to help create your retirement portfolio so that you can retire confidently.

Ask yourself these questions:

  • Has a financial professional ever fully evaluated your life insurance, annuity and long-term care needs, particularly after a major life event like marriage, kids, divorce, retirement, etc.?
  • Has a financial professional ever fully disclosed all of the fees you are paying for your investments and his or her advice? If so, were you surprised at what he or she said?
  • When you last sat down with a financial professional and went over your investment and income strategy, were you satisfied with your situation?
  • Have your retirement savings declined in value to a level that is unacceptable to you? If so, what did your financial professional do to help protect your assets from future potential market losses?

Consider These Statistics:

  • Investors with a financial plan grew their assets 110% compared to clients that didn't.1
  • A comprehensive financial plan increases Americans' level of confidence about managing their money.2
  • Individuals using an advisor are twice as likely to report that they are 'on track' to meet their retirement goals.3

We understand it is our responsibility to thoroughly understand your financial goals and objectives. To this end, we leverage our knowledge and experience to help you work toward your goals.

Let us help make your money
work for you!   Contact Us

1Fidelity, State of the Wealth Management Industry 2017: The New Value Drivers Presentation

2CFP Board, Financial Planning Profiles of American Households: The 2013 Household Financial Planning Survey and Index

3Voya, Advisor Value, A Voya Retirement Research Institute Study

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck