Financial Planning

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, LLC comes to the table with very different circumstances, the majority of investors share a core group of similar goals: protecting 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 simple and straightforward as these goals appear, they are not simple to attain. They must be planned, monitored and managed.

To successfully pursue your investment goals, Caviness Wealth Management, LLC believes that you must first know where you need to be. This begins with understanding where your individual financial goals and priorities lie. Through this initial set of consultations, we begin to build a financial investment blueprint.

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 do we embark and begin the process of investment selection and management.


To that extent, we provide fee-based comprehensive financial planning encompassing the following core competencies:

  • Retirement Planning
  • Education Funding
  • Estate Planning
  • Risk Management (Life Insurance, Long Term Care & Disability Insurance)
  • Survivor Planning
  • Business & Succession Planning