Know, Build, Preserve and Transfer
At Fenway Financial, the planning process we engage in is not a once in a lifetime event. It is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.
Using the WealthVision™ financial planning program, your experience progresses through four stages:
- Know - What you have. To plan for a strong financial future, the first step is to take inventory of your assets and understand how they all work together.
- Build - What you have. To build meaningful wealth takes an understanding of your time horizon, risk tolerance and financial goals that you will need to build a successful investment strategy.
- Preserve - What you have. After many years of working and investing, retirement is nearing. It's time to begin preserving your assets by managing risk and building sustainable income streams.
- Transfer - What you have. You've built a meaningful legacy which you'd like to leave to your family or favorite charity in the most tax-efficient way.
Call us at (703) 717-5058 today for a complimentary consultation.