Your financial plan is like a road map leading you from your starting point to your desired destination. Our CFS Advisors take the time to understand where you want to go with your finances, and then helps create a strategy that may help achieve those goals.
Your financial goals are as unique as you are. The first step in creating a financial plan is to clearly define those goals, which your Advisor will help you do. Then, together, a comprehensive plan is created that encompasses every stage of your life, from wealth accumulation to wealth management and estate planning.
Some people may feel they don’t have enough funds to invest to warrant seeing an Investment Advisor. The truth is, having a financial plan is important no matter how much or how little you have to invest.
Your Investment Advisor, registered through CUSO Financial Services LP, will help develop a plan to address both your short-term and long-term goals.
During your first meeting with your Investment Advisor, you’ll discuss your interests, lifestyle, values, and financial objectives. That provides the starting point for creating a financial plan that addresses your goals.