We don’t believe that money is truly lost. It flows like a stream. Sometimes it transfers to the patient, the bold, the lucky, the people with a plan, etc. Unfortunately, luck for a lot of people is not a strategy in financial success. We believe process, value, and experience can go a long ways in helping meet financial goals.
Lifelong has an experienced group of wealth managers in the Palm Desert, California area that can help with your financial needs.
We understand that there is a plethora of financial professionals that you can choose from. So, what differentiates our financial advisor Palm Desert from the rest of our peers? We have an open architecture of wealth and investment strategies. But, more importantly, our financial planner Palm Desert focus on personal services that align with the values of an individual(s).
By developing and integrating comprehensive and custom wealth management strategies our financial advisor Palm Desert meet the needs of individual(s). Our financial planner Palm Desert adopts financial processes that help meet personal goals. Our team of Financial advisor Palm Desert understand the need to shape a plan that works within the construct of the clients financial needs, wants, and wishes.
Financial planner in Palm Desert have a different set of challenges than if they were in other parts of the country. E.g. state taxes, estate planning, etc. Our financial advisor Palm Desert takes into consideration a multitude of these challenges. By having a Financial planner Palm Desert that understands the plethora of financial challenges that an individual/family might face can help you, your family, and/or your business navigate these financial waters.
The focus of a financial advisor Palm Desert is to discuss the importance of your values, risk tolerance, and overall financial goals of an individual. These discussions would happen in multiple phases. Discovery/Assessment/Implementation/Review.
Discovery: The Financial planner Palm Desert would do an introductory review of your overall financial picture. The financial advisor Palm Desert would do a deep dive into the financial issues that you are concerned about, as well as any potential risks that you may encounter. More importantly he/she reviews what you value most in your life, and what you are looking to achieve.
Assessment: After the discovery phase, our financial planner Palm Desert will endeavor to come up with a financial strategy that works best for the individual/family.
Implementation: After the meeting the financial advisor palm desert, will work in conjunction with the client(s) on their financial plan. The financial planner Palm Desert will communicate throughout the process to assure a timely and strategic implementation of the financial strategy.
Review: Finally, the financial advisor Palm Desert will continue to monitor the financial strategy. The financial planner Palm Desert will assure that the plan is going accordingly. Additionally, if there is a deviation to the financial plan, the financial planner Palm Desert will reconcile the plan to include/exclude any changes.
A Lake Oswego Portland Oregon Financial Wealth Management Company offering a unique approach to develop a comprehensive financial plan that fits your unique situation.
5 Centerpointe Drive, Suite 400 Lake Oswego, OR 97035
777 E. Tahquitz Canyon Way, Suite 200-105 Palm Springs, CA92262
3017 Douglas Blvd., Suite 300 Roseville, CA 95661