In today's modern world, navigating through the unpredictable financial markets can be overwhelming. We are an independent firm focused on providing wealth management for those seeking financial independence and a rewarding retirement. Our clients are both the up and coming, and the established and seasoned.
Our mission is to help our clients manage life's milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams. We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our firm is a fit for you.
Our mission is to help our clients manage life's milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams. We offer a complimentary "Get Acquainted" meeting to describe our services and to see if our firm is a fit for you.
Services
With more than 15 years of experience in the financial services industry, Christine provides financial guidance by being a "Personal CFO" to many high net worth families, small business owners and professionals. As a CERTIFIED FINANCIAL PLANNER, Christine brings together both financial planning and investment management services to help clients achieve their financial goals.
When it comes to financial planning, there is only one person that matters: You. As the driving force behind the process, you'll have a better idea of where you stand, where you're going and how you'll get there. We're here to understand your goals and help keep everything on track. Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it.
We believe building a solid, long-term investment strategy tailored to your individual situation is integral to achieving your financial goals. Modern Wealth Advisors uses a personalized approach to develop an investment plan that is uniquely crafted for you. At any and every stage of your life, we work with you to assure that your financial decisions are appropriately and realistically aligned to your financial aspirations.
We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the "macro" level of investments, insurance, estate, taxes, etc., and also the "micro" level of household cash flow). We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Independence is a virtue when it comes to choosing your financial advisor. At Modern Wealth Advisors, we strive to deliver strategic unbiased advice at the highest level of personal service. Our independent business model frees us from having to favor a particular brand and allows us to focus on developing long-term relationships with our clients.
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