Financial Architects offers comprehensive fiduciary financial planning services tailored to address and eliminate the concerns of both individuals and businesses. It is our goal to provide you with a personal and easy to understand picture of your present financial position and to "custom-fit" a plan to your personal goals. We will then provide you with a comprehensive, written financial plan that addresses each of these goals and what is possible. Financial Architects is an independently owned operation.
At Financial Architects, we view financial planning in a larger context than the traditional approach. According to the Practice Standards of The Certified Financial Planner Code of Ethics, the first step in the six step process of financial planning is "Determine the Client's Goals and Objectives." While this may seem like a simple task, our experience has shown otherwise. Most people tend to focus on one type of wealth - financial wealth. Yet the experts say that there are two other kinds of wealth - social wealth and personal wealth.
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