Did you know that 62% of people who have a financial plan feel financially stable? If you don't have a financial plan, you're likely not achieving the financial security you need.
Our financial planning team at Covenant Wealth Advisors can you help design a plan for your future. After all, we're CERTIFIED FINANCIAL PLANNER™ practitioners with years of experience helping individuals just like you.
We've guided many clients on their journey to better financial decisions. Whether you live in Richmond or Williamsburg, VA or across the country, we can help you get there, too.
Our Approach to Financial Planning Starts with a Strong Understanding of Your Goals
After all, if we don't understand what what you want to accomplish then we can't design a plan that will help you accomplish your financial goals.
Once your financial advisor has clarified, prioritized, and documented your goals, we analyze your cash flows, retirement savings and retirement accounts, tax returns, life insurance and long-term care policies, and estate planning documents, to get a comprehensive understanding of your financial picture. Understanding your total financial life is instrumental to helping us identify opportunities and areas for improvement.
Armed with knowledge of your personal situation, we'll collaborate with our financial advisor team to create your plan and develop personalized recommendations to help you toward your goals.
You'll receive answers to your most important questions including:
How can I retire?
How can I reduce taxes?
Do I own the right investments?
What's the best way to pay for college education?
What types of insurance do I need?
How do I best align my assets with my estate plan?
How can I improve my net worth?
You'll get online access to your financial plan with clear action steps to improve your financial security and help you achieve short-term and long-term goals.