A financial plan is a partnership between you and your money. It needs to work as hard for you as you do for it.
While every client at Caviness Wealth Management has very different fiscal circumstances, the majority of investors share a core group of similar goals: preserving and growing the assets they have, affording a quality education for a child or grandchild, enjoying a comfortable quality of life during their working years, and a retirement that lets them enjoy themselves without financial worry. As customary and straightforward as these goals appear, they are not that simple to attain. They must be planned, executed, monitored and managed with the utmost care.
That is where we come in. To successfully pursue your investment goals, Caviness Wealth Management believes in conducting a comprehensive review of each client’s current financial situation which allows us to accurately create a tailored financial planning strategy. We then need to understand where your individual financial goals and priorities lie. Through initial consultations, we will partner to develop a roadmap so you can manage all of your objectives. In other words, there will be a clear path to pursue your financial targets.
Setting an accurate course of action is a critical first step to ensuring that you see the progress you expect. From here, we begin charting our course by designing an investment plan to specifically pursue the individual goals and priorities established within your financial blueprint. Only after having a full understanding of where you need to be; we then begin the process of investment selection and management.
To that extent, we provide transparent fee-based comprehensive financial planning encompassing the following core competencies: