Financial Planning in Burbank, Pasadena, and Studio City
The definition of Financial Planning is very broad. It could mean something as simple as preparing a budget, a home purchase, estate planning, funding a child or grandchild's college education or as complicated as selling your stock in a privately held company.
Regardless of the level of complexity, it's important to maintain an ongoing involvement in the process of planning your financial future. Our financial advisors offer to consult in the Burbank, Pasadena, and Studio City area.
The Importance of Planning Ahead Financially
In the 1990's I lived in Chicago, where I thought my future was in trading commodities. As fate would have it, I ended up in Los Angeles at the CBOT successfully managing clients assets. All my education, securities licenses, experiences and life's unpredictable turn of events, was ultimately preparing me for my west coast opportunity. Some would suggest that I have been lucky, however, I believe luck is being prepared when the opportunity arises.
Simply Put, That is What Financial Planning Is All About
Being prepared for all of life's turn of events while working toward one's goals.
Our company offers profound financial planning in Burbank, Pasadena, and Studio City. We do a fact finding first:
- Are you married?
- Do you own property?
- Do you have credit debt?
You tell us what the problems are and describe your personal situation, and we will guide you with the optimal solution. Being smart with finances is an ongoing process – life changes and things happen – for the good and for the bad. During an educational conversation, we will discover your goals and create a flexible guideline on how to achieve said goals.
Financial Coaching in Burbank, Pasadena, and Studio City
Success is based on continual updating of a plan, which means having a personal relationship with your advisor. We connect your finances with your life. As your financial coaches and advisors in Burbank, Pasadena, and Studio City, we are putting your best interests forward.