5 Easy Steps Towards Pursuing Your Financial Goals

What Will I Leave This Experience With

Primarily our hope is that you leave the experience feeling like a more knowledgeable consumer. In our experience, simply organizing our financial house and making an actionable plan leaves people less stressed about the present and less anxious about the future. You will also receive something tangible. Here are the 4 tools or reports you will walk away with:

1. Your Roadmap – The Asset Map report is the organized accounting of your current financial situation and your future goals. This is where your plan is built

2. Portfolio Analysis – A Kwanti Portfolio Analysis is a report we build to help you understand your current holdings, as well as compare to any changes we might propose

3. Virtual Portal – You will receive an E-Money profile free of charge. This is where you can aggregate all accounts, 401k’s, bank, credit cards ect. and track your progress whether its debt management, retirement planning, education planning ect.

4. Online account access – If you decide to open an account, you will receive all of the above as well as online account access available online or through an app. This is where you can get updates and see the progress of your accounts managed by Firma FInancial Planning

Securities, Financial Planning and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, CO, IL, MD, MI, NM, NY, OH, PA, SC, VA