At Franklin Madison Advisors, we want to understand where you’re coming from
As a client of Franklin Madison Advisors, you can expect our financial planning relationship to be rooted in our desire for a thorough understanding of what’s important to you and your ideal life outcomes. To gain this understanding, we use quantitative tools such as our Financial Dimensions Questionnaire, to help us understand your financial inclinations and preferences. We then set aside time to have an in-depth discussion to learn more about your life and financial goals, meeting at a time and place (in-person, online or over the phone) that is convenient for you.
We make your financial well-being a priority
After gathering all the necessary information from you, we then, through our fee-only financial planning process, develop strategies that help you establish a solid financial base with the intent of giving you a sense of well-being by addressing cash flow planning, emergency savings, and risk management needs.
We develop strategies for growing and transferring your wealth
When you are ready, we shift our focus to developing strategies that help you accumulate and grow financial assets using prudent investment strategies. Alternatively, we can develop financial strategies to help you efficiently draw down savings and transfer wealth when the time is right for you.
We actively help you achieve your financial goals
Finally, one of our most valuable offerings is our ongoing financial advising services. This is because life has a way of upsetting even the best financial plans. Our monthly meetings monitor your progress toward defined milestones, evaluating and adapting financial strategies as life circumstances change thereby increasing the chances that you achieve your intended financial goals.