Plan For Freedom
Imagine having a winning plan for a financial future that can flex with anything that comes your way.
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Confidence to Care for Your Family's Future
Financial Planning for Business Owners and Pre-Retirees
Spend Without Regret
When your finances are aligned with your goals, you have the freedom to spend your money in ways that matter to you.
Always Have Enough
With solid financial guidance and wisdom, you can rest assured that there is more than enough for your desired future.
Clearing Your Way to a More Confident Financial Future
Like you, we understand that financial well-being is an essential part of a bright future. And yet many of our clients come to us with concerns that they won't be able to have the future they thought they were preparing for. Some of them are business owners concerned about what will happen to their legacy when they're gone. Some are professionals wondering when they can retire.
With 45 years of experience, we have been privileged to guide thousands of clients across the United States. Our team comprises seven passionate members, including four experienced advisors situated in various locations. We listen to your unique goals and concerns, combining our expertise with a personal touch to guide you to greater confidence in caring for your family's future.
Our Values
Organization
We provide a platform and patterns that organize your financial life.
Vision
We bring clarity to your personal financial picture and prepare you for challenges around the bend.
Measure Risk
We help you assess risks to your financial success.
Seize Opportunities
We identify and alert you to opportunities that advance your goals.
Enhance Aptitude
Our expertise helps you cut through the noise, empowering you with the key knowledge to understand your options.
Take Action
We empower you to take action.
We Guide You Every Step of the Way
1. Initial Consultation
During the initial consultation, we take the time to truly understand who you are. We ask questions, actively listen, and learn about your current financial situation. We ask you about your goals, where you're headed, and help you decide how we might serve you as our client.
2. Onboarding
After taking you on as a client, we start with a 4 week onboarding process. During this time, we gather data to create a very clear picture of your financial reality. We make sure we understand who you are, where you are, and how to get to where you want to go. Together, we begin to chart a path to realize your vision of the future.
3. Custom Planning
We craft a personalized plan rooted in our six core values. One size does not fit all when it comes to financial planning. That's why we make sure your plan is dynamic, adaptable to life's twists and turns, and accessible through a user-friendly dashboard and summarized in a simple-to-understand one-page document.
4. Ongoing Care
Our commitment to your financial well-being extends beyond the initial plan. We offer recurring meetings and quarterly touchpoints to ensure your plan remains aligned with your evolving life. Our dedication to your financial literacy means you have access to ongoing resources, while our team is always available to provide immediate assistance and guidance whenever change or adaptation is needed. Your financial success is our ongoing mission.
Schedule a Free Consultation Today
If you are tired of wondering what your financial future will look like, schedule a free consultation today. During the consultation, you'll meet with trusted financial planner at Embark.
They will ask you about your goals, listen to your concerns, and help you decide on what steps to take next so that you can have confidence in the future.
Schedule a free consultation today so you can have greater confidence in your ability to care for your family's future.
- Pick a date and time
- Show up to your consultation
- Begin your financial journey
Your Guide to Financial Independence and a Successful Retirement
Download Your Free eBook
A successful retirement requires careful planning and preparation. Packed with decades of experience, this eBook guides you through the Embark Retirement Planning Framework.
- Get your finances organized
- Build a vision for your retirement
- Seize opportunities to advance your goals
- Measure and evaluate your risks
- Enhance your financial aptitude
- Take action on a clear custom plan
If you want to stop worrying about retirement, download your eBook today so we can help you live the retirement of your dreams.
