It is frustrating to have your finances out of control.
You can build a financial plan on your own.
Or you can rely upon someone with the education and experience.
I am, Van Richards, a Chartered Financial Consultant (ChFC), and I have been advising people on their finances for over thirty years.
A Financial Plan Can Ease Your Frustration
The Prosperous Planning Process
Here are three easy steps to get your finances under control.
#1. We meet virtually and discuss the goals you want; for example, security, comfort, or wealth.
#2. I show you three plans from which to choose.
#3. We implement the plan you feel comfortable with, and I keep you updated every step of the way.
You can choose which level of financial plan you want.
#1. The Secure Future Plan
#2. The Comfortable Life Plan
#3. The Wealth Builder Plan