FINANCIAL PLANNING – CENTERED AROUND YOU
We center financial planning around what is important to you. Your goals, your values, your objectives – all play a part in shaping your financial picture and your future. At Stearns Financial, we design a well-thought out financial plan called a Financial Independence RoadMap®, assembling appropriate financial information and creating options with your dreams and goals in mind. We are very hands on throughout the process and test and analyze the “what if?” scenarios in your plan. Stearns Financial is your financial partner who is there to give you a realistic view of the future and help you make confident decisions.
We then provide ongoing advice and refresh the plan as needed. Just like a plane flying from the east coast to the west coast has an initial flight plan, but then needs a thousand in-flight course corrections to reach its destination – your plan will need adjustment all along the way so that you stay on track and get to your destination safely and successfully.
