No matter where you are in life, financial decisions abound. And when you're busy, overwhelmed by the options, or confused by contradictory advice, it can be hard to be confident you are making the best decisions. We can help. Comprehensive financial planning is a process, not an event.
It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.As fee-only financial advisors, we sell no products and receive no commissions. Instead, you pay us one annual fee that covers all our meetings and full access to us at no additional charge whenever you have questions or your circumstances change.
Services
Steve Swicegood, CFP began his financial services career in 1974 in the Property and Casualty insurance business. Prompted by his personal interest in investing and finance and by an increase in requests for help from his insurance clients, Steve began offering personal financial planning in the middle 90's.
You may be trying to figure out how to pay back student loans, fund your 401(k), or buy a home. Maybe you're unsure how to build wealth while educating your children and starting a business. Perhaps you're struggling with preserving your wealth while caring for aging parents, dealing with boomerang kids, and evaluating an early retirement offer.
Comprehensive in outlook. I will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations. Professional in conduct. I will protect your privacy. I will strive to maintain the highest ethical standards possible in my work and life.
Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life. You end up with several pieces of your personal financial plan in place, but each was developed independently by a different person at a differing time in your life.
Do I buy individual stocks, mutual funds, ETFs, Treasuries, commodities, gold, or just leave my money in my savings account?. Which investments should I hold in my retirement accounts instead of my brokerage accounts?. Our professional investment advice is fully integrated with your comprehensive financial plan, giving you the security and confidence that you have the best investment strategy for meeting your goals.
Reviews (2)
Ted Herr
Oct 18, 2019
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One of my relatives desperately needed some financial planning advice. My wife and I helped by finding Steve at Conscious Money Solutions. We interviewed him, and decided "this is the right guy" to help the relative. Steve took a difficult situation and gave us sound advice. Steve's advice went above and beyond just the numbers, and so we highly recommend Conscious Money Solutions for anyone seeking a financial advisor.
David Martinez
Jun 21, 2019
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