About Convergent financial strategies
Convergent Financial Strategies: The Leading Goal-Based Financial Planning Firm
Are you looking for a financial planning firm that can help you achieve your financial goals? Look no further than Convergent Financial Strategies. We are a fee-only holistic financial planning firm that provides comprehensive wealth management services to individuals and families.
At Convergent Financial Strategies, we believe that every client is unique and deserves personalized attention. That's why we take the time to get to know our clients, their goals, and their values before creating a customized financial plan. Our goal-based approach ensures that our clients' investments align with their long-term objectives.
Our team of experienced professionals includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). We have the expertise to provide comprehensive wealth management services, including investment management, retirement planning, tax planning, estate planning, risk management, and more.
We understand that managing your finances can be overwhelming. That's why we strive to make the process as simple as possible for our clients. Our team will work with you every step of the way to ensure that you understand your options and make informed decisions about your finances.
At Convergent Financial Strategies, we are committed to transparency and honesty in all of our dealings with clients. We believe in providing clear explanations of fees and costs associated with our services so there are no surprises down the road.
Our fee-only structure means that we do not receive commissions or other incentives for recommending specific products or services. This allows us to provide unbiased advice based solely on what is best for our clients' interests.
In addition to providing personalized financial planning services for individuals and families, Convergent Financial Strategies also works with businesses on retirement plan design and implementation. Our team has extensive experience working with small businesses on 401(k) plans as well as larger corporations on defined benefit plans.
We pride ourselves on being at the forefront of the financial planning industry. Our team stays up-to-date on the latest trends and best practices in wealth management to ensure that our clients receive the highest level of service possible.
If you're looking for a goal-based financial planning firm that puts your interests first, look no further than Convergent Financial Strategies. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.