Let's Build Your Financial Plan

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For over 20 years, we’ve helped thousands discover confidence in their financial future and pursue their dreams.

How can we build your financial plan together?

In 4 guided steps, gain crystal clear financial awareness and discover confidence in your financial future so you can pursue your dreams.

We want to discover what matters most to you. So, prior to our first visit together, you’ll help us by completing our New Client Profile. The profile gives us clues about how to guide the conversation so we can discuss your goals and the best options to pursue them.

Next, we will begin designing a financial plan for you with recommendations that align with your goals. This often happens by the end of our first meeting, but we can schedule more time as needed.
Depending on the recommendations you selected, we will begin implementing your plan in a way that is catered specifically to your values and goals. The best part is, we keep you informed and provide you with options for viewing your accounts for full transparency.

We will monitor your progress on a daily basis. In addition, we will schedule regular times for us to sit down together and measure the progress of your goals.

Also, we know that sometimes changes need to be made or life happens in a way that require you to adjust or completely change your goals.

We’ll be here with you every step of the way.

  • Secure online access
  • Model financial plans
  • Create financial statements
  • Monitor your investment strategy
  • Keep documents secure

FINANCIAL FOUNDATIONS TRAINING

Personal Financial Freedom Workshops

Free workshops from Benchmark Wealth Management. No Strings Attached Guaranteed.

COVID-19 UPDATE:
Due to these unfortunate circumstances, our Financial Foundations workshops are currently postponed. We will restart these workshops as soon as the guidelines from our local authorities have been met.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey or SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.
Securities and advisory services offered through LPL Financial, a Registered Investment advisor and member of FINRA and SIPC.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, KY, LA, MD, MI, MO, MS, NC, ND, NH, NY, OH, OK, PA, SC, TN, TX, VA, WI.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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