It can be confusing to sort through the different types of advisors and their offerings to see which one is a good fit for you. Because you are unique, I work in partnership with you to develop a plan that is meaningful and purposeful to you. My personalized holistic method distinguishes me from other financial service firms who use a cookie-cutter approach.
Freya Financial Services is a fee-only advisory firm that offers financial life planning and investment management services.
Freya Financial Services is a fee-only advisory firm that offers financial life planning and investment management services.
Services
When I started working in the industry more than 30 years ago, my objective was to be of service to people and to help them live a better life. After being an investment adviser at E.F. Hutton & Co., I became a CERTIFIED FINANCIAL PLANNER professional. I started my own firm, Freya Financial Services, in 1998.
The road to success begins with a plan. Eliminate the guesswork by planning, acting, monitoring, and making changes to your financial life. Put yourself in the position of acting and not reacting. Use the present to plan for the future and celebrate life in your retirement years. Ongoing services to integrate financial life planning with investment management to help you reach your goals.
Whether you're 20, 30, 50 or somewhere in between, learn how to invest at any age to secure a more comfortable retirement. Though the economy and stock market are impacted by global events, they tend to react differently. Here's the difference between the stock market and the economy. Becoming a professional guardian requires an immense amount of responsibility - including some financial obligation.
Through the life planning process, I work with you to realize what is important in your life and what your aspirations are. Without an understanding of your personal financial situations, you lack control over your destiny. It can be invigorating to go through the financial life planning process. Once you envision your future, we create a personalized plan and an investment portfolio that will help bring that vision to fruition.
It is important to have a trusted partner to work with who understands what you are trying to accomplish and helps you find an avenue to achieve your goals. As we work together in an ongoing relationship, we begin the process by creating a plan which will help you establish your goals, time horizons, and risk tolerance level.
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