What We Do

    Our objective is your peace of mind.

There are many factors that influence personal finances. The Financial Focus, Inc. planning process looks at all of these factors to provide you with guidance tailored to your particular circumstances:

Initial fees are based on the complexity of an individual situation.

Each area of planning is covered in a series of appointments to ensure a thorough review of each topic.   The process is designed to show you where you are now, and to provide you with a road map that will help you to meet your objectives.

To be effective, the financial planning process should be ongoing. Your financial planner should be available to answer all of your questions regarding events that meet your objectives. Following the initial engagement, our ongoing services include:

An introductory meeting is arranged at no charge. This meeting is designed to explain services in detail, to get to know each other, and to gather enough information to provide a fee quote. The initial fee covers a full year of service.

We do not bill by the hour.

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