Aligning your financial plan with your purpose.
Shaping your financial future takes careful planning. At Confluence Financial Partners, our holistic approach to financial planning considers investments, tax strategies, estate planning, and legacy preservation to bring the various facets of your finances into alignment with your long-term aspirations. Our advisors are here to help provide strategic guidance and support that empowers you through the stages of your life.
Financial Planning
Here’s how it works.
Our financial planning process is broken down into stages that are customized to your individual financial situation.
Discover
We work closely with you to understand your dreams, clarify your needs, and work to align your decisions with your goals.
Plan
We work to develop a clear, comprehensive, personalized plan to help you reach your financial objectives strategically.
Ongoing Oversight
We proactively monitor your strategy and investments, making adjustments as needed to keep you on track toward your goals as life and markets evolve.
Regular Reviews
We meet with you regularly to review your progress, discuss any changes in your life or priorities, and ensure your plan remains aligned with your vision for the future.
Your financial planning team for life’s complexities.
Your financial life is unique—and sometimes complex. That’s why you have a dedicated team of planning specialists to support you across every stage. From multi-generational wealth strategies to tax planning, trusts, insurance, and charitable giving, our financial planning team works seamlessly with your advisor to design clear, thoughtful solutions. With coordinated guidance, you can move forward with confidence, knowing every detail is carefully considered.
Start your
journey today.
Connect with our team of Wealth Managers and Certified Financial Planners to discover how we can help you achieve your financial goals.