Meld Financial approaches every client engagement from a planning perspective. We design and implement comprehensive financial plans. Developing a core understanding of our client’s circumstances forms the foundation of “Situational Investing”
The Planning Process
Financial Planning is the process of gathering, organizing, and then managing an individual’s resources to achieve their financial goals. Planning is a complicated and ongoing process, and requires work from both the planner and the client. First, we want to help you organize everything financial in your life, including what you own, owe, make, and spend. Second, we want to develop and manage strategies that will help to move you positively toward your long-term goals.
Even the most accurate financial plan does not remain accurate over the long-term; circumstances and goals change. At Meld Financial, we understand that reality. By embracing planning as an ongoing process, we will help you make sound financial decisions and understand the potential long-term impact of those decisions.