Foundation Financial exists for one purpose: to help our clients simplify their finances and have peace of mind about their investments. We call this philosophy “financial well-being.”
For many people, thinking about investments and money matters is complicated and stressful. The media fuels financial anxieties on a daily basis. Money can be an emotional topic because of what it fundamentally represents: our closely held dreams and values.
We believe being in control of your money and financial future can lead to a more joyful and peaceful life. We help you control your money instead of allowing your money to control you. Keeping the focus on those things within your control and designing a financial strategy is a time-tested method to feeling more empowered and confident, regardless of your current economic situation. With improved financial well-being, you can focus on what’s really important to you – your family and friends, your career, your life’s purpose, and the freedom to achieve your highest aspirations.
We partner with you to:
First and foremost, listen to your concerns and attitudes about money
Foster a healthy relationship with money – earning it, spending it, saving it, investing it, protecting it, and giving it away
Educate you on smart ways to invest, save, use credit wisely, give charitably and lower taxes
Coach you through uncertain markets and life transitions (divorce, retirement, job change, etc.)
Create a simple customized blueprint to achieve your financial and life goals