Financial Planning
Transparent financial advice grounded in a clear process.
Step 1: Evaluate Current Finances
We begin with a comprehensive analysis of your current financial situation. This step thoroughly reviews your income, expenses, assets, and liabilities. Your financial assessment lays the groundwork for making well-informed financial decisions.
Step 2: Set Financial Planning Goals
We establish clear and achievable financial goals. Whether saving for retirement, buying a home, or funding your children's education, we work together to set these goals, providing direction and purpose for your personal financial plan.
Step 3: Create a Personalized Financial Plan
We create a personalized financial plan that includes cash flow, savings, investments, retirement strategies, and risk management to support your long-term planning goals.
Step 4: Review and Adjust Financial Plan
We will regularly assess and adjust your financial plan as your goals, circumstances, and market conditions change. Ongoing monitoring and updates are an important part of the planning process.
Is it worth paying for a financial planner?
Working with a financial planner can be valuable when you want a structured process for organizing your financial picture and evaluating tradeoffs over time. As a financial advisor with a fiduciary duty, we focus on providing planning guidance that is aligned with your goals and circumstances. If you have questions about our planning process, we welcome your inquiries.
Financial Planning Services That Work For You
As a local independent financial advisor, we are pleased to offer various financial planning services to meet your specific needs. We know that no two people are alike, and everyone deserves a personal financial plan that works for them. That’s why, whether you are looking for help with retirement planning, investment planning, or tax planning considerations, as financial advisors, we can help. We would be honored to work with you to develop a custom financial plan that meets your unique needs and is designed to support progress toward your financial goals.
Whether you’re concerned about portfolio risk, market volatility, or financial uncertainty, our planning process can help align your strategy and portfolio with your goals and risk tolerance.
Committed to ongoing planning support
As a financial advisor with fiduciary responsibilities, we are committed to providing excellent customer service, so our goal is to help you reach your financial goals. Our team works with you through implementation and ongoing reviews to help keep your plan aligned with your goals as circumstances change. Perhaps most importantly, a local financial advisor is available to answer any questions about your financial plan — and we will provide you with the resources you need to make informed decisions about your money.
If you are looking for a financial planner who puts customers first, contact J. Martin Wealth Management today. The company’s team of experienced financial advisors will work with you to develop a custom financial plan that meets your unique needs. If you’re looking for a fiduciary financial planner, we welcome the opportunity to answer questions about our process and how we work with clients.
Who We Are
J. Martin Wealth Management is a professional and experienced financial planning firm dedicated to helping clients pursue their goals through disciplined planning and risk-aware investment guidance. We believe that financial planning is a process, and our goal is to help our clients make informed decisions about their finances. We offer a wide range of services, and we always take the time to listen to your specific situation before coming up with a plan that’s tailored to help you achieve your goals.
A Personalized Approach to Wealth Management
When you turn to a registered investment advisor firm with a fiduciary duty, you deserve an advisory relationship that prioritizes your goals and circumstances. At J. Martin Wealth Management, we help you create a customized financial plan that meets your long-term financial goals to help set you up for a bright future.
Education-first planning approach
When you choose to work with us, you can rest assured that we believe your education comes first. It’s a crucial part of your financial puzzle, and we know that after education comes empowerment.
In other words, our team of experienced financial planners is committed to providing impartial advice and unbiased recommendations because we believe that our clients’ best interests always come first. At the end of the day, we are dedicated to providing the highest quality of service.
If you would like additional information about our planning process or have questions about how these services may fit into your overall financial picture, we welcome your inquiries. To learn more about our firm’s fiduciary approach and planning philosophy, please visit our About Us page. When appropriate, we are available to discuss how our financial advisory services may support your long-term planning needs.