OUR PROCESS

Values-Based Financial Plan

Values-Based Financial Planning™ is an expanded financial planning concept that helps you define, express and integrate your life goals, personal values, belief system and intentions with your wealth.

Wealth
Coaching

Once we create a compelling plan for your family, the next step in our process is to meet regularly and assess progress to ensure we stay
on-track for fulfillment of your greatest desires. Wealth coaching provides a fluid and dynamic approach to proactively address the ever-changing aspects of your financial plan.

Investment Coaching

Family Wealth Partners desires to educate you on your investments and create an understanding that eliminates poor investor behavior, such as fear-based selling, high allocation to unsuitable investments, or attempted market timing. Rather than make recommendations on individual investments, we focus on proper diversification and asset allocation.

AsseT
Protection

Family Wealth Partners seeks to help you protect your family from the events in life that no one can predict. With proper planning, you can enjoy greater confidence, knowing that if unfortunate circumstances befall your family, you have sufficient resources, a plan, and a Most Trusted Advisor to help your loved ones in time of need.

Estate and
Tax Planning

As your Most Trusted Advisor and CERTIFIED FINANCIAL PLANNER,™ we interpret the work of your tax and legal professionals and collaborate on your holistic financial picture for smart, comprehensive, integrated planning.

2518-B Plantation Center Drive, Matthews, NC 28105
Tel: (704) 321-0152  Fax: (866) 682-5062

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Family Wealth Partners and Independent Advisor Alliance are separate entities from LPL Financial.  The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: {AL, AZ, CA, FL, GA, MA, NC, NJ, NY, OH, PA, SC, VA}

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