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Get in gear!
that life is fluid
Your financial plan
should be, too.
Be clear, purposeful, and directed. We look at your existing finances, benefits, and lifestyle. Where have you been? Where are you now? Where do you want to go? This initial step helps create the context for next steps and dialogue.
Knowing your dreams and aspirations is essential when creating a financial plan tailored for you and/or your family. Not sure about your dreams or aspirations? We can help you get clear about that, too. We will identify and prioritize what’s most important to address right now, as well as for your long-term objectives.
Your plan is defined by your goals and is designed to guide you through life. The result? A clearer path to your destination. We keep you engaged in the process by presenting different scenarios and solutions to get and keep you on the path to financial success.
You’ll flourish and prosper. We keep a focused view on all aspects of your wealth plan, making sure that it stays on track. When your life changes, we’re there to update and adjust to your new reality. Don’t worry—we’re by your side for as long as you want. We know that life is fluid. Your plan should be too.
The Urban Wealth Management Team
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Founder and Managing Director
Senior Registered Associate
Personal Risk Assessment Advisor