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:
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:
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.
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