FINANCIAL PLANNING

SteeleWorks Wealth Management helps people build stronger financial futures. Your financial needs and priorities are complex and highly personal. They may encompass anything from budgeting and debt reduction to financial planning and asset management. Our planning process is straightforward. We work with you to:

  • Understand your vision for the future. We want to discuss and understand your financial goals and priorities. What is most important to you? Sending children to college? Building a thriving business? Establishing a non-profit organization? Retiring comfortably? Achieving something else entirely?
  • Evaluate your current financial position. The information you provide about savings, investments, retirement plans, insurance, and other facets of your financial circumstances will provide the foundation for and influence the structural integrity of your long-term financial plan.
  • Develop a comprehensive financial plan. After a thorough analysis, we’ll build a resilient and robust financial plan that reflects your goals and priorities.
  • Implement your plan—or not. We are a fee-only financial planning firm. We are not affiliated with any bank, insurance company, or brokerage firm. When it’s time to implement your plan, you can choose to work with us or work through your current financial advisor. The choice is yours because we work for you.
  • Review your plan as circumstances change. As we all know, change is constant and sometimes unexpected. Changing circumstances will affect your financial plans throughout your life. When they do, we will review your financial objectives and modify your financial plan so that you remain on track.

The Latte Habit

The Latte Habit

Little things can add up over time.

 
Contact us today at 800-874-8781 or msteele@steeleworks.net.