A financial planner can help you become a good steward of your financial resources, to help you achieve the goals you set for life or in response to life changes such as retirement, death of a spouse, or divorce. In order to get a full picture of your financial situation, including the goals that are most important to you, we meet face-to-face with you in a fact finding session to discuss your overall financial picture in more depth.
The Mascagni Wealth Management team can work in tandem with any other professionals—a CPA or attorney, for example—who are a part of your life or business. Before any investing is started, our Certified Financial Planners and paraplanners spend time getting to know you, your family, your business—everything that helps bring into focus your overall financial picture. Together, we then tailor a comprehensive plan to meet your financial goals and help bolster any weaknesses in your current financial situation. By developing and eventually assisting you in implementing your plan, and by monitoring its progress, we stay connected with you regularly, to help you stay on track towards reaching your goals.
A comprehensive financial plan is one that establishes and defines the client-planner relationship, gathers client data, evaluates a client’s financial situation, develops sound financial planning recommendations, implements a plan of action, and monitors this plan from year to year.
Mascagni Wealth Management is an independent, financial planning firm that is large enough to provide the services our clients need yet still small enough to provide highly personal attention to each of our clients. Contact us to set up a free fact-finding session.