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Financial Planning

Financial Directions provides executives and their families with a suite of financial services.  Our financial planning clients consist of a diverse group of executives at all stages of life.

Our professionals work as a team to provide individuals and families with financial planning services, such as retirement and estate planning, investment planning, risk management and education funding analysis. We create a financial plan specific to your needs and then help you implement agreed-upon recommendations. We provide ongoing supervision of investments in mutual funds as well as in separately managed accounts with third-party investment managers. Our innovative, customized financial advisory service integrates your financial planning and investment advisory needs into one coordinated program.

Our integrated approach offers our clients “one stop shopping” for financial advisory services: we start with personal financial planning and then implement customized plans through the portfolio supervision of our investment and insurance advisory service. 

Finding the right financial planner is important, and we are confident that Financial Directions will be able to help you through the entire process. 

Personal Financial Planning

Our financial planning is driven by each client’s individual goals. We offer the following financial planning services:

The Financial Directions financial planning process involves an analysis of your current financial situation, goal setting for the future, and then, the presentation of our findings and recommendations. Once your financial plan has been developed, we develop an implementation schedule that will have you working with an Investment Advisor Representative throughout our investment advisory process.

Other key areas that set the Financial Directions financial planning process apart is in the communication and people.  We maintain long-term relationships with our clients and keep them aware of important information they need to know about their financial future.

Learn more about our Financial Planning Services
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Individual Services

Financial Planning

Financial Planning Process

Investment Advisory Process