We develop customized financial strategies in the context of a long-term partnership with you through our proprietary process, . Working with an independent, fee-based Financial Planner should be a combination of discovering the path to the next level and walking that path together. Our process is designed to not only map the route, but also to travel the journey by your side.
Foxworthy Wealth Advisors was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique.
Foxworthy Wealth Advisors was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easy-to-understand format. Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique.
Services
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The MAP FORMULA is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
In addition to having developed and refined our proprietary process, The MAP FORMULA, we have become aware of the clients we are most suited to partner with and serve. As your Financial Advisor, we believe that your goal of achieving financial independence must be at the core of our philosophy and planning strategy.
We have developed and refined a proprietary process called The MAP FORMULA. This process integrates wealth management with risk and debt management, tax planning, and philanthropy. Our goal is to take all the pieces of your financial puzzle and put them in place. Each plan and puzzle is unique.
Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Foxworthy Wealth Advisors and The MAP FORMULA follow a process that helps you pursue your financial independence.The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension.
Many of those pieces are not relevant to you or your plan at this time, but as your life unfolds and your needs evolve, Foxworthy Wealth Advisors and The MAP FORMULA follow a process that helps you pursue your financial independence.The goal is to help you implement a plan with multiple strategies to reduce risk for all possible outcomes, without apprehension.
Our no-cost financial review is a 30 minute conversation about your assets, expenses, debts, and income where a CFP professional helps define a path to reach your goals. You'll leave a financial review with a personalized action plan to achieve your dreams or a confirmation that you're already doing everything right.
Achieving your financial goals doesn't have to be complicated. At Foxworthy Wealth Advisors, we offer advice and management services for your investment portfolio. We will work side-by-side with you to develop and execute a long-term financial plan to help you pursue your investment goals. Unlike many money managers that provide cookie-cutter investment portfolios, we tailor your investments to your individual needs and goals.
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