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Your life’s goals and dreams are your own, but the path to achieving them may need clarity, requiring a distinctive service that offers individual attention and personal guidance. Tailoring financial strategies to fit your needs require a depth of resources from financial professionals who are seasoned and experienced. Our financial planners, backed by our Planning Solutions Group team within Coastal Wealth, have the knowledge and resources to ensure you meet your goals by developing and implementing a financial plan that will serve as a well-organized road map.

Our Unique Process

Finding the right solution for your personal or business goals requires us to pay attention to the circumstances of your unique situation. Our six-step process is designed to ensure you get on course and remain on course to achieving your goals.

  • Identify. Before we recommend any product or service, ask questions and get to know you and your unique situation and goals.
  • Gather Information. Once we have a clear understanding of your goals, we gather documents and other information to work out what assets and liabilities you have before giving advice
  • Analyze. After we gather information we then analyze your portfolio and policies to create our custom financial plan which is your road map to achieving your goals
  • Present Custom Plan. After analyzing, we present your custom goal-based plan which will allow you to make informed decisions.
  • Implement. Once you are satisfied and ready to be on the path to achieving your goals, we work with you to implement your strategies.
  • Accountability. Because your goals and financial situation will change over time, we continue to work with you over time through regular reviews so you can continue to meet your goals. 
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