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.


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.