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We believe that the process of Financial Planning is not a "once and done " experience in which the client receives a binder with a bunch of numbers in it, and are told to take it home and just follow the recommendations. We understand that Financial Plans are made for human beings, and being human, our circumstances can change every year. Therefore, we practice what we call "Dynamic Financial Planning". We will spend several meetings and hours on analysis of our client's goals and resources before we make any recommendations. Taking the time to develop the initial plan is just the beginning of our relationship with our clients. We don't send you adrift to fend for yourself. Instead we conduct semi-annual meetings to make sure you are on course and suggest recommendations as your situation changes. We stand side by side with our clients and expect to serve them for their entire life. WealthMap Financial Advisors is a fiercely independent Wealth Management firm. We practice in a Fiduciary manner with all of our clients, striving to make sure they meet their goals. Not being a 'captive' employee of a large corporate wire house is the only way, we believe, to insure that the Client's goals come first. We feel this sets us apart from many of our peers in the industry.
