Abaris Financial Group strives to enhance the financial peace of mind for individuals and families by providing comprehensive, fee-only financial planning and investment management services with professionalism, compassion and integrity. We believe that financial planning is a team event - we work in concert with our clients and their other advisors to achieve short- and long-term goals.
Step 1: Data Gathering This initial stage of the planning process involves reviewing your current financial position and gaining a clear understanding of your goals. Common goals include buying a house, educating your children and saving for retirement. We gather your data through questionnaires, reviewing your financial documents and statements, discussions with your other advisors and our conversations with you.
Step: 2 Data Analysis We will develop your customized financial plan based on our analysis of your assets, liabilities, your existing insurance and estate planning documents, all within the context of your individual goals and plans for the future. With this information we will look for ways to improve your current position. Depending your individual situation, your financial plan may include recommendations for investments, insurance coverage, estate planning, education funding, retirement planning, stock option strategies, and tax planning among other areas. While we may make specific product recommendations, we do not earn any compensation from the sale of these products. We have been and always will be solely compensated by you, our client. We feel that this is critical to maintain our objectivity.
Step 3: Presentation Once we have completed our analysis, we will schedule a meeting to present our recommendations to you. During this meeting, we will review the plan in detail and answer any questions or concerns you have regarding the plan. Often, after discussing our recommended financial planning strategies with you at length, we will need to refine the plan with your feedback. We then follow-up with a personalized action plan.
Step 4: Implementation and Monitoring We support you in the implementation of your plan. This may include referrals to insurance professionals, tax specialists and attorneys or working with your existing advisors. On the investment side, we can consult with you about implementating the plan yourself or we can act as a registered investment advisor and implement the investment portion of the plan for you. Financial planning is a very fluid process. It is important to monitor your plan on a regular basis as your goals and risk tolerance may evolve and both market conditions and tax/estate laws often change. Our recommendation is that you reassess your plan with us at least annually.
President and Owner
"Financial planning should be empowering. I want every client to understand where they are now, where they want to go in the future and how we are going to get them there... that they are in control of achieving their dreams." See LinkedIn Profile
"Financial planning is foward looking. We begin by exploring your goals - your hopes and dreams for the future, what brings meaning to your life. We then explore how to use your financial resources to achieve your goals and dreams." See LinkedIn Profile
"Because financial planning and investment management are dynamic processes, I help clients understand their resources and how they can be applied - to what matters most to them throughout their lives. This approach incorporates the client's values, goals, lifestyle, major life events and life cycle needs throughout the planning process and across their investment horizons." See LinkedIn Profile
"My mission as a Certified Financial Planner™ professional is to help individuals and families achieve their financial and life goals and enhance financial peace of mind by delivering personal comprehensive financial planning and investment management." See LinkedIn Profile
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Staff Photos Courtesy of BBV Photography Copyright 2013