Financial Planning
What is it
Our approach to financial planning centers on learning who you are: your background, your future hopes and dreams. We start by looking at where you are today, including a meticulous assessment of your current financial situation. Next we break down how much you earn and how much you spend. Finally, we talk about your legacy, and what you want to happen with your assets when you’re gone. Now we turn our attention to helping you work towards your future goals. We monitor your progress regularly, making adjustments whenever necessary. Although we take the lead, the process of moving you steadfastly toward your life goals is a close collaboration.
Our Reputation
DEB Financial’s reputation is built on our long-term commitment to the financial management process, our focus on our clients and their unique needs, and responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior. Our clients come from all walks of life, different areas of the world, and represent all ages. What they share is the realization that they can and should coordinate today’s financial decisions in order to work towards the best tomorrow has to offer.
Our Process
First meetings are free of charge. They are informal and provide an opportunity for you to ask questions about your specific situation and gain a better understanding of how I help you with your finances. I have a highly specialized practice working with physicians and dental professionals. I believe making your finances a priority at this point is integral to put yourself on the proper financial track for long term success.
