Financial Planning

FINANCIAL PLANNING (Hourly services or Wealth Management)

These services are oriented toward developing written strategic plans for solving specific problems and/or reaching specific goals depending on family needs. The plan often includes but is not limited to:

  • Discover and help prioritize Client’s short and long-term goals and aspirations.
  • Gather and organize Client’s data and documents.
  • Analyze Client’s financial condition, strengths, challenges, threats and opportunities as they relate to the goals of the Client.
  • Retirement Income and Capital Needs Analysis
  • Develop an Investment strategy that attempts to balance Client’s goals and tolerance for risk (volatility).
  • Estate planning – review of documents
  • Education planning
  • Budgeting

HOURLY PLANNING IS AVAILABLE FOR INDIVIDUAL ITEMS VS. THE WEALTH MANAGEMENT SERVICES
For a no cost, no obligation consultation to discuss your individual situation please contact us.

 

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A: Lehigh Valley, Pennsylvania.
T: 610-349-6307

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    Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
    All written content on this site is for information purposes only. Opinions expressed herein are solely those of Christman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
    Financial Planning & Wealth Management