Minerva Planning Group, Inc.
We provide clients comprehensive financial planning and wealth management, and we have a good deal of specific expertise working with couples. Based on our experience over the years, we’ve found that the most successful couples are those who work together to establish common goals and minimize disagreement in implementing the plan and we’ve established a process and developed a skill set to help couples do just that.
When we begin working with clients, our analysis begins with behaviors and beliefs around money. Once we understand those we can then move on to collaborate with clients to establish financial goals and build a workable financial plan. With goals in place, we develop a cash flow projection based on those goals, and then consider resources and the investment strategy. Wealth management is an extension of the comprehensive financial plan. For our wealth management clients, we implement the plan and provide ongoing investment management and planning advice.
Click here to schedule an introductory call to let us know a bit more about your needs and learn about our firm.