Financial Planning

/Financial Planning
Financial Planning 2017-09-12T10:51:21+00:00

Financial Planning

Your life’s journey is the most important aspect of a relationship with White Raven Financial Services. What are your dreams? When would you like to retire? Who and what are important to you? What are your questions and concerns?

Good planning to get you where you want to go. At White Raven Financial Services we listen to you, learn your objectives and understand your priorities. Then we’ll develop the tools you need to help you achieve your personal and financial goals. We are stewards here to help on your journey along life’s path. Our services are available on an hourly, as-needed or project basis. You choose the extent of the work to be performed, whether it is:

  • Setting you up for retirement
  • A complete or partial financial / retirement plan
  • Advice on a specific question or concern
  • Ongoing coaching
  • Cash flow guidance
  • Business review or retirement plan administration
  • Investing

Our office is located in an environment surrounded by nature. Take a walk around the grounds and visualize your future. In addition to standard business hours, we offer flexible appointments during evenings, Saturday mornings and via Skype.

What makes us unique: Our personal approach to Financial / Retirement Plans

As part of any financial plan, we will analyze and assess your current situation. This might include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies. When appropriate, we partner with insurance agencies, estate planning attorneys, CPAs and mortgage lenders to provide the best possible solutions for our clients.

The financial plan process, as described by the Certified Financial Planning Board, consists of 6 steps that allow you to articulate where you are now and what you wish for or may need in the future and what you will need to do to reach these goals. Visit the Certified Financial Planner Board of Standards, Inc for more details.