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Families & Professionals

How We Work

Success isn’t just a number. We believe individuals are truly successful when they are afforded the ability to be the best professional they can be while at work, and be completely present with their family and friends while at home.

You have a lot on your plate. Between juggling your personal schedule and professional obligations, it’s easy to set planning for your future aside. You know how important it is to plan for your long-term financial security, but doing it yourself is a challenge. The professional team of advisors at Profectus Financial Partners will take on that challenge for you, and restore confidence in your financial life.

Our family and individual planning solutions are customized and include:

At Profectus Financial, we like to think of ourselves as personal CFOs. As your advisory team, our first objective is to make sure we understand your current situation and what you hope to accomplish down the road. Our second objective is to help you build a strong financial foundation so that we may consistently position you for the best possible outcomes.  We believe that there is a preferred order of operations when it comes to positioning our clients for success.  The order in which we make decisions is as important as the decisions themselves.  As a result, we follow the below initial process for all new clients. 

       Step One: Protect your todays, before we plan for your tomorrows
       Step Two: Become a world-class saver
       Step Three: Establish a life event fund
       Step Four: Establish a plan to mitigate short term debt

Once we’ve helped position you for success by building a strong foundation, we’ll design customized solutions to improve the probability that you achieve your goals. Additionally, as a successful young professional(s) or family, you are often, or will soon be, exposed to compelling opportunities. Our commitment is to position you (and your family) to be able to say “yes” to more opportunities. As our client, the opportunities you turn down should be because they were not the right opportunity, not because of an inability to say “yes.” We want “no” to be your conscious choice, not a necessity.

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