Financial empowerment starts and end with you. But having a guide, someone to help you navigate and maximize a very meaningful life transition, will help you reach your goals more quickly.
I work closely with clients to manage their wealth efficiently.
Mark Flowers, CFP®, CFDA™
Financial Planner / Wealth Manager
Second Saturday Leader
My financial planning process starts with goal setting. Once we've set those goals, we can use the information collected during your divorce to implement a plan to maximize those goals. We consistently need to revisit this plan for tax efficiency, long term viability, and life changes.
Click the image below to view the video: Once upon a goal
One you've set those goals, it's important to stay the course
Click the image below to view the video: Acres of Diamonds
Diversification can offer a great remedy for the volatility of stock markets
Click the image below to view the video: Decoding Diversification
The Fed plays an important role in how domestic markets are perceived
Click the image below to view the video: The Fed and How it Got That Way
Our economy expands and contracts all the time. Prudent investing takes the business cycle into account when asset allocating.
Click the image below to view the video: The Business Cycle