Applying A Growth-Centric Lens
Financial Foundation USA (FFU) creates a collaborative strategy where our mission is single-minded: we are focused on providing objective, customized advice. We specialize in providing independent assessments and exclusive financial recommendations for our client portfolios. Our clients rely upon us to successfully navigate the range of financial goals they seek to attain.
Determine Your Goals
This in-depth conversation helps us transform the needs into concrete and actionable objectives for financial strategy.
This is your “Why?”!
This is the starting point for your analysis and financial strategy. All assets, liabilities, and circumstances will be uncovered to determine their impact on your goals.
Your Team Led by Your Planner
Once you understand the options and are satisfied , your assigned team of financial professionals will begin the implementation process.
Communication includes access to your account information online anytime, quarterly contact and quarterly performance reporting and tracking. We would also do an annual review to illustrate progress and highlight needed adjustments. We hold ourselves accountable for returning messages within a day of receipt.